Global Head of Private Wealth Job at Ogier (Guernsey)

Global Head of Private Wealth

We are seeking a highly motivated and experienced individual. Reporting into the...

Location

United Kingdom , London

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy in consultation with key stakeholders
Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients
Leading the service line team across all locations
Financial performance including full P&L responsibility of the service line
Driving innovation in the service line
Ensuring consistently high levels of client satisfaction
Ensuring operational efficiency, effectiveness and consistency
Managing operational, financial, and business risks

Fulltime

Global Head of Private Wealth

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Ireland

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Income Growth: Create and implement the Private Wealth income growth strategy in consultation with key stakeholders. Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients. This includes working closely with Legal SLHs, Ogier Global SLHs, jurisdictional MDs and the Client Development Team to ensure effective identification of opportunities and coordination of BD and marketing activities
Leadership: Leading the service line team across all locations. This includes setting strategic direction, managing team performance, and ensuring the delivery of consistent, high-quality client services. Attracting, developing, retaining and improving the talent pool and developing succession plans where necessary. This includes fostering a positive work environment, promoting professional development, managing performance and supporting the Ogier culture
Financial Management: Financial performance including full P&L responsibility of the service line. This includes budgeting, forecasting, financial reporting and meeting financial targets
Product and Operational Innovation: Driving innovation in the service line. This includes identifying and supporting the implementation of new products and the effective use of technology and design of processes to enhance service delivery with interaction with key stakeholders such as Business Services
Client Service: Ensuring consistently high levels of client satisfaction. This includes managing client relationships, resolving client issues, and ensuring the delivery of high-quality services. Undertake client work and mandates, such as Directorships as required
Operational Excellence: Ensuring operational efficiency, effectiveness and consistency. This includes overseeing the consistent implementation of best practices, process improvements, and technology solutions to enhance service delivery and client satisfaction and maintain operational KPIs in line with agreed targets
Risk Management and Governance: Managing operational, financial, and business risks. This includes ensuring compliance with regulatory requirements, implementing risk management strategies, and maintaining a strong control environment. Hold positions such as directorships on internal board and committees as required

Fulltime

Global Head Of Private Wealth

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy in consultation with key stakeholders
Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients
Leading the service line team across all locations
Setting strategic direction, managing team performance, and ensuring the delivery of consistent, high-quality client services
Attracting, developing, retaining and improving the talent pool and developing succession plans where necessary
Financial performance including full P&L responsibility of the service line
Budgeting, forecasting, financial reporting and meeting financial targets
Driving innovation in the service line
Identifying and supporting the implementation of new products and the effective use of technology and design of processes to enhance service delivery
Ensuring consistently high levels of client satisfaction

Fulltime

Global Head of Private Wealth – Ogier Global

We are seeking a highly motivated and experienced individual. Reporting into the...

Location

United Kingdom , London; Jersey; Guernsey; Dublin; Luxembourg

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy
Drive sustainable revenue growth through proactive business development
Leading the service line team across all locations
Financial performance including full P&L responsibility
Driving innovation in the service line
Ensuring consistently high levels of client satisfaction
Ensuring operational efficiency, effectiveness and consistency
Managing operational, financial, and business risks

Fulltime

Director - Private Wealth Services

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Jersey

Salary:

Not provided

Ogier

Expiration Date

Until further notice

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

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

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Relationship Director - Specialist Finance

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Delivering profitable performance, growth, and client strategy through effective collaboration across relevant markets, regions and product teams
Working with the respective leads in Investment Banking Coverage, GTB Product, Risk functions, Operations, Technology and Infrastructure to deliver first time for clients, while safeguarding the firm
Understanding the various business models within the sector, and their inherent risks, to ensure business development is in line with the segment client selection criteria and business appetite
Drive client relationship across the Business – working with the other sector leads, Private Bank, Investment Bank, Cards and Payments in conjunction with the ICB Regional Heads and Leadership Team to help develop and monetize specialist finance clients globally to maximize their use of the Corporate Banking product set
Ensure effective risk management across the business. Ensure compliance with mandatory risk policies and procedures relating to regulatory, operational, legal risk, financial crime and credit risk
Make an active contribution to the CIBs culture and community at a local, regional and national level
Comfortable dealing with large volumes of structured and un-structured data to develop appropriate solutions to deliver for internal and external stakeholders
Developed business skills and strong profile with internal stakeholders
Demonstrated history of consistently exceeding targets and execution of team objectives
Professional, values driven approach, and leads by example, particularly when operating through change

Job Responsibility

Delivering profitable performance, growth, and client strategy through effective collaboration across relevant markets, regions and product teams
Working with the respective leads in Investment Banking Coverage, GTB Product, Risk functions, Operations, Technology and Infrastructure to deliver first time for clients, while safeguarding the firm
Understanding the various business models within the sector, and their inherent risks, to ensure business development is in line with the segment client selection criteria and business appetite
Drive client relationship across the Business – working with the other sector leads, Private Bank, Investment Bank, Cards and Payments in conjunction with the ICB Regional Heads and Leadership Team to help develop and monetize specialist finance clients globally to maximize their use of the Corporate Banking product set
Ensure effective risk management across the business. Ensure compliance with mandatory risk policies and procedures relating to regulatory, operational, legal risk, financial crime and credit risk
Make an active contribution to the CIBs culture and community at a local, regional and national level.

What we offer

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities
CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened
Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy
Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

Fulltime

Senior Marketing Manager

The Senior Marketing Manager will plan, execute and continuously improve B2C mar...

Location

Bermuda

Salary:

Not provided

LOM Financial Group - Wealth Management

Expiration Date

Until further notice

Requirements

At least 5 years' experience in marketing, ideally with exposure to financial services, fintech, wealth management, investment services or another regulated/professional services environment
Proven experience planning and delivering multi-channel B2C campaigns with measurable commercial outcomes
Strong digital marketing capability across email, web, social, content, paid or organic channels, campaign automation and performance reporting
Confident using analytics and reporting tools such as Google Analytics, Looker Studio, Power BI, CRM reporting, marketing automation platforms or similar tools
Ability to interpret data, identify patterns and convert analysis into clear recommendations for marketing action
Strong writing and editing skills, with the ability to adapt content for different audiences and channels
Understanding of brand, customer engagement, lead generation, campaign optimisation and client journey thinking
Awareness of compliance, reputational and approval considerations in financial services marketing
Commercially curious
Accountable

Job Responsibility

Lead end-to-end B2C campaigns across multiple channels, including digital, social, email, web, content, events and partner or referral activity where relevant
Translate business objectives into campaign plans with clear audiences, propositions, messages, timelines, owners and success measures
Manage campaign delivery from concept through to launch, monitoring, optimisation and post-campaign review
Ensure activity is practical, well-coordinated and designed to encourage client engagement, enquiries and conversion
Interrogate campaign, client, market and competitor data to understand what is working, what is not, and where LOM should focus its marketing effort
Define meaningful measures of success, track performance and produce clear reporting that explains the "so what" behind the numbers
Use insight to recommend changes to targeting, messaging, channel mix, content and budget allocation
Build a test-and-learn approach so that marketing decisions are evidence-led rather than assumption-led
Develop clear, compelling campaign messaging that reflects LOM's boutique, client-focused positioning and differentiates the firm from larger private banks and broader wealth platforms
Shape content across channels so that it is relevant, credible and action-oriented for target client segments

Fulltime

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Global Head of Private Wealth

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