Director - Private Wealth Services Job at Ogier

Job Description

At Ogier, we are committed to creating an open and supportive environment where talented individuals can grow and thrive. Our dedicated teams combine expertise and personalised support to provide our clients with a high-quality private wealth service offering tailored solutions which meet their needs. We are seeking a highly motivated and experienced individual to support client development for the Private Wealth service line in Jersey, utilising their existing, and ideally, cross jurisdictional network to generate new business. Helping to lead the broader team in managing a varied portfolio of clients and related entities, you will support team service delivery standards to ensure that client request for actions are responded to within a suitable time frame and to ensure the service delivery is industry leading. Reporting into the Head of Private Wealth Jersey, this role's primary objective is to lead a culture of exceptional client service for Ogier Global in Jersey. This includes responsibility for team leadership, achieving financial targets, regulatory compliance, client relationship management, product development and business development.

Job Responsibility

Continue the client development strategy in coordination with the law firm
Undertake business development activity to deliver the client development strategy and income growth targets, within a known jurisdiction where you will ideally have an existing network
Support and demonstrate excellent client service, leading and motivating the OGL Private Wealth team, providing coaching and development support as required
Work closely with peers in other jurisdictions, sharing best practice, coordinate activity and resources
Continuous review of changing market requirements and service improvement opportunities
Maintain a strong relationship with the law firm resulting in seamless client service, product development and service enhancements
Contribute to marketing activity including client briefings, internal product training, evaluation of trends and support the social media strategy
Reinforce the Group Vision and the use of lean management/continuous improvement tools to support sustainable, incremental business improvements
Act as a Director on Ogier Global (Jersey) Limited, and subsidiaries
Act as Director or other formal position on client structures where opportunities present
Develop content for relevant policies and procedures and wider Knowledge Management utilising the existing infrastructure
Where required, working with the Head of Risk, obtain relevant regulatory approvals
Drive an 'Ogier Best Way' ethos across the support team through rigorous process review to drive alignment and consistency
Define and direct clear operational service standards through implementation of data led SLAs and KPIs

Requirements

A strong background with a minimum of 10 years in private wealth services
Considerable practical experience, supported by a relevant professional qualification such as STEP, CGI, ACCA
Hands on experience in managing private wealth engagements, including growing existing and new client relationships as part of relevant BD activity
Experience in acting as a director on the board of private wealth clients
Demonstrated ability to build and lead a strong motivated team by providing guidance, feedback and day to day direction
Strong client service mentality, with extensive technical skills in the relevant service delivery
Self-driven and willing to take on responsibility with the ability to keep resilient under pressure
In-depth knowledge of Fiduciary administration operations
Knowledge of regulatory environments, with experience of liaising with the relevant regulators
Excellent collaboration skills through strong stakeholder management
Proven ability to influence, negotiate and communicate with internal and external customers through verbal and written formats
Good understanding of LEAN/Six Sigma and/or general continuous improvement tools, ideally with a relevant accreditation
Proven diagnostic and problem solving skills, drawing to conclusions to achieve the best outcome for the business
Technically advanced, always striving to make best use of available systems

Ogier - All Job Offers

Select Country

Director - Private Wealth Services

Job Description

Job Responsibility

Requirements

Looking for more opportunities?

Director - Private Wealth Services

Senior Director - Private Wealth

Us Private Client Services Director

Private Banker - Director - ANZ Team

Private Client Tax Director

Private Client Tax Director

Private Client Tax Director

Client Service Associate Director

Relationship Director

Our AI answers in your language