Head of Fund Services - Executive Director

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide and strive to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment founded on the principle of mutual respect. Joining our team means experiencing a supportive environment where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future. We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description
As Head of Fund Services, Jersey, you will lead the Fund Services Division of EFG Wealth Solutions (Jersey) Limited (“EFGIJ”), a designated senior management function under the Jersey Financial Services Commission regime. You will be responsible for the commercial success, sustainable growth and overall leadership of the Division, setting and executing a clear business strategy that delivers meaningful revenue and profitability in line with agreed budgets and targets. You will retain full functional responsibility for the Division’s administration, operations, governance and accounting teams, ensuring the delivery of high-quality fiduciary and fund administration services, robust risk management and regulatory compliance.

As a member of the executive board of EFGIJ, you will play a key role in shaping the strategic direction of the business, acting as a primary liaison with regulators, clients and key stakeholders, and ensuring that EFGIJ maintains its reputation as a trusted and leading fund services provider.

Main Responsibilities

• Lead and execute the commercial strategy for the Fund Services Division, defining and delivering business plans with clear revenue, margin and growth targets across client segments and product lines.
• Drive business development and client acquisition by managing and converting new business pipelines from the wider EFG Group, intermediaries and direct prospects.
• Represent EFG as a commercial ambassador in the market, enhancing the positioning of EFG’s fund services offering through active participation in conferences and industry forums.
• Provide functional leadership for the Division’s administration, operations, governance and accounting teams, ensuring high-quality fiduciary services and operational efficiency.
• Act as an “A” Authorised Signatory and, where required, as director/trustee of client entities.
• Lead financial management and commercial performance of the Division by contributing to budget setting and monitoring financial results against targets.
• Foster a high-performance culture by leading, developing and retaining talent within the Division.
• Promote strong relationship management and client retention by building relationships with key decision makers at clients and intermediaries.
• Oversee and enhance governance, risk and compliance frameworks for the Division.
• Chair and contribute to internal committees and meetings as required.

Skills and Experience

• Recognised professional qualification meeting Jersey Financial Services Commission Table 4 requirements, supported by substantial experience in fund services or fiduciary business.
• At least 10 years’ relevant finance industry experience within an offshore financial services organisation in a senior leadership role.
• Comprehensive knowledge of funds law, industry regulation, corporate governance, compliance and risk management.
• Strong financial and commercial management skills, including budgeting and profitability analysis.
• Proven experience managing and leading multi-disciplinary teams.
• Confident communicator with regulators, clients, intermediaries and senior internal stakeholders.
• Strong leadership and interpersonal skills, with the ability to inspire and motivate others.
• Excellent written and spoken English; additional languages relevant to EFG’s international client base are an advantage.

Our Values
Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.
Hands-on: Being proactive to rapidly deliver high-quality results.
Passionate: Being committed and striving for excellence.
Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset.
Partnership-oriented: Promoting collaboration and teamwork.