Client Director - Client Services, Private Client & Family Office

  • Job Reference: 6555
  • Date Posted: 11 May 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

This is an exciting role leading and developing client relationships, growing revenue on existing clients and through intermediary network, and serving as director on client companies.  Postholder will act as authorised signatory on client committees; oversee service delivery, ensuring regular contact and feedback is received and resolving service issues; ensuring bookkeeping is accurate; developing client relationships; contributing to revenue targets through fee increases and product and service development; identify new business opportunities; prepare new business proposals and deliver pitches to prospective clients; ensure prompt invoicing and achieve cash collection targets; address revenue recoverability issues on client basis; keep up to date on regulatory developments and changes; revise policies; act as Risk Owner; provide training; identify and report suspicious activities/financial crime; ensure breaches and complaints are reported; deal with actions from compliance monitoring and/or internal audit; identify and report conflicts of interests; act as Principal Person if required.
Five years continuous residence in Jersey required.