Head of Private Clients

Head of Private Clients

Full-Time 80000 - 100000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead the Private Clients business, ensuring high standards and driving growth.
  • Company: Dynamic fiduciary services firm in Guernsey with a strong market presence.
  • Benefits: Hybrid work model, professional development opportunities, and a collaborative culture.
  • Other info: Opportunities for training and career advancement in a supportive environment.
  • Why this job: Make a real impact in a leadership role while enhancing the jurisdiction's reputation.
  • Qualifications: Significant leadership experience in regulated fiduciary services and strong stakeholder management skills.

The predicted salary is between 80000 - 100000 £ per year.

Our client is seeking a Head of Private Clients in Guernsey to lead their Private Clients business, delivering fiduciary services across trust, company, and related structures within a regulated environment. This is a permanent leadership role, responsible for overseeing people, governance, and maintaining a strong market presence in the Guernsey private client sector. The successful candidate will act as a director on client entities, making informed and independent decisions to protect client interests while ensuring compliance with regulatory obligations and upholding the client’s high standards. This role involves driving commercial performance, strengthening client relationships, and identifying new growth opportunities in Guernsey and the wider market. The position operates on a hybrid work arrangement with a full-time commitment of 36.25 hours per week, Monday to Friday. The ideal candidate will be involved in resolving complex client matters and ensuring high fiduciary governance standards.

Job Duties:

  • Lead the Guernsey Private Clients business, aligning local priorities with overall strategy and values
  • Coach and develop leaders and teams, focusing on succession planning and recruitment
  • Deliver financial performance against targets including revenue growth and profitability
  • Build and expand a portfolio of private client business, generating referrals across the organisation
  • Act as director on complex client structures, making well-documented decisions supported by legal and regulatory advice
  • Maintain high standards of fiduciary governance and provide consistent, professional client service
  • Lead resolution of contentious client matters including complaint handling and relationship recovery
  • Stay updated on industry developments, mitigating potential impacts on clients and the business
  • Oversee higher-risk client transactions, partnering with Compliance and Risk for assessments
  • Represent the firm externally, enhancing visibility and reputation within the local business community

Job Requirements:

  • Significant leadership experience within regulated fiduciary services or a related professional environment
  • Demonstrated capability in senior people leadership, including performance management and team development
  • Strong technical expertise in managing private client structures and associated governance
  • Proven commercial acumen with experience in budget ownership and new business development
  • Professional qualification such as STEP, CGI/ICSA, ACA/ACCA, or equivalent
  • Strong stakeholder management skills with effective networking abilities
  • Knowledge of systems for managing client portfolios, operational controls, and reporting
  • Commitment to professional development and staying informed on technical and regulatory knowledge
  • Experience acting as director on complex private client structures and managing sensitive dynamics
  • Familiarity with local regulatory expectations for fiduciary providers
  • Prior responsibility for a business unit including strategy execution and P&L contribution

What You’ll Love:

This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

Head of Private Clients employer: Itchyfeet Recruitment Agency

As an employer, our client offers a dynamic and collaborative work environment in Guernsey, where you can lead the Private Clients business and make a significant impact on the local market. With a strong focus on professional development, employees are encouraged to enhance their skills through training and career advancement opportunities, all while maintaining high standards of fiduciary governance. The hybrid work arrangement and commitment to employee well-being further solidify the company's reputation as an excellent place to work for those seeking meaningful and rewarding employment.

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Contact Details:

Itchyfeet Recruitment Agency Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Head of Private Clients

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

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Connect on Professional Platforms

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Apply Directly and Be Proactive

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We think you need these skills to ace Head of Private Clients

Leadership Experience
Fiduciary Services Expertise
Governance Knowledge
Client Relationship Management
Commercial Acumen
Budget Management
Business Development

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

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Research and Reflect:Before hitting that 'apply' button on Itchyfeet Recruitment Agency's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Itchyfeet Recruitment Agency

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Itchyfeet Recruitment Agency.

Prepare for Case Studies

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Show Your Passion for Finance

Since this is a full-time position, employers at Itchyfeet Recruitment Agency will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Itchyfeet Recruitment Agency employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.