At a Glance
- Tasks: Lead and develop Trust Services, driving strategic growth and operational excellence.
- Company: Join EFG International, a global leader in private banking and asset management.
- Benefits: Enjoy a dynamic work environment with competitive salary and professional development opportunities.
- Other info: Be part of a diverse team that values innovation and collaboration.
- Why this job: Make a real impact in a role that shapes the future of fiduciary services.
- Qualifications: 8 years in finance, strong leadership skills, and relevant professional qualifications required.
The predicted salary is between 80000 - 100000 € per year.
Our Company EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG Wealth Solutions is part of EFG International. EFG Wealth Solutions (Jersey) Limited ("EFGIJ"), together with its Jersey subsidiaries, are regulated by the Jersey Financial Services Commission and provide Trust Company Business, and Fund Services Business services to our client base. EFG is committed to providing an equitable and inclusive working environment that is 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.
Purpose of Position
To assume the role of Head of Trust Services, Jersey (the “Division”). This is a designated “senior management function” role as defined within the Financial Services Commission (Jersey) Law 1998 and you will discharge the obligations under this regime and in respect of a principal person satisfactorily and in line with defined business activities. The Head of Trust Services, Jersey is responsible for driving organisation success by setting the strategic direction, having governance oversight, ensuring operational alignment and delivering results that support long term growth and sustainability. Specifically, you will be directly responsible for leading and developing the Division by setting and implementing strategy for the growth of the business and driving forward the vision, mission, and values of EFG.
Principal Responsibilities
- Strategy: Contribute to the overall strategy, structure and prosperity of your Division. Actively participate in developing, implementing, and communicating the Division's agreed business plan/strategy. Lead, direct and manage the Division to ensure that it meets its regulatory, risk, financial and other stated objectives whilst also promoting and supporting the aims of EFG.
- Leadership: Accountable for the administration, operations, and accounting function within the Division, lead, provide support, encourage innovation, and motivate the management team in their day‑to‑day management of the wider administration, operations, and accounting teams.
- Relationship Management: Work collaboratively as part of the senior management team to support, cascade and embed business decisions, always behaving with the utmost integrity and professionalism. Develop and maintain effective working relationships with all stakeholders.
- Business Development: Drive forward and support business growth by the development of new business strategic plans and work with colleagues to attract opportunities and onboard new business from wider Group, external introductions, and prospective clients.
- Financial: To drive forward change across the Division, which can be directly linked to increased profitability. Develop cost efficiencies through the introduction of new procedures, systems, working practices, improved financial management and other initiatives.
- Operational: Attend, constructively contribute and chair internal committees/meetings as required from time to time and ensuring the timely and accurate reporting of key information where relevant.
- Compliance & Risk: Contribute to and oversee the implementation of effective risk management frameworks. Ensure clients are administered in line with EFG's risk management framework.
Qualifications, skills and experience
- Recognised Professional Qualification - e.g. Accountancy, Chartered Secretary, STEP, Banking, Securities, Compliance or other relevant Table 4 qualification along with relevant experience as defined by the Jersey Financial Services Commission.
- 8 years' relevant finance industry experience working within an offshore financial services organisation in a similar role, with a strong technical understanding of all areas of client administration and fiduciary services.
- Ability to manage complexity and lead large-scale initiatives.
- Comprehensive and detailed understanding of company law, current industry legislation, regulation and working practices.
- Strong leadership and interpersonal skills; approachable and accessible with the ability to inspire, motivate and develop others.
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.
Head of Trust Services employer: EFG International AG
EFG International is an exceptional employer, offering a dynamic and inclusive work environment in Jersey that values diversity and fosters innovation. As the Head of Trust Services, you will benefit from a culture of excellence, with ample opportunities for professional growth and development, while contributing to a mission that empowers entrepreneurial minds to create lasting value. Join us to be part of a team that prioritises mutual respect and recognises your contributions, all while working in a prestigious global private banking group.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Trust Services
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand EFG International's values and mission, and think about how your experience aligns with their goals. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Head of Trust Services role. Highlight your leadership skills and experience in fiduciary services, and don’t forget to showcase your passion for driving business growth.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the EFG team. Don’t miss out on the chance to make a great impression right from the start!
We think you need these skills to ace Head of Trust Services
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Head of Trust Services role. Highlight your relevant experience in private banking and fiduciary services, and don’t forget to showcase your leadership skills and strategic thinking.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re the perfect fit for EFG International. Share your passion for private banking and how your values align with ours. Be sure to mention specific achievements that demonstrate your ability to drive business growth.
Showcase Your Soft Skills:We value interpersonal skills just as much as technical expertise. Use your application to highlight your ability to build relationships, inspire teams, and communicate effectively with stakeholders. This will show us you can thrive in our collaborative environment.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at EFG International AG
✨Know Your Stuff
Make sure you have a solid understanding of EFG International's services, especially in Trust Services. Brush up on relevant regulations and industry trends, as this will show your commitment and expertise during the interview.
✨Showcase Your Leadership Skills
As the Head of Trust Services, you'll need to demonstrate strong leadership abilities. Prepare examples of how you've successfully led teams, managed complex projects, and driven business growth in previous roles. This will help you stand out as a candidate who can inspire and motivate others.
✨Build Relationships
EFG values relationship management, so be ready to discuss how you've built and maintained strong relationships with clients and stakeholders. Share specific instances where your interpersonal skills made a difference in achieving business objectives.
✨Align with Company Values
Familiarise yourself with EFG's core values: accountability, hands-on approach, passion, solution-driven mindset, and partnership orientation. Be prepared to discuss how your personal values align with these, and provide examples of how you've embodied them in your professional life.