Associate Director, Client Relationships and Growth
About Us
Crestbridge Fiduciary is a privately-owned and independent fiduciary services provider. Our specialist team work alongside HNW and UHNW individuals and families, providing a comprehensive and sophisticated global platform for protecting and structuring wealth. We offer a truly multi- jurisdictional service accommodating even the most complex cross-border structures, supported from our offices in Jersey and the USA.
Since our establishment in 2013, we have enjoyed sustained growth by building enduring, collaborative relationships with a strong network of clients and intermediaries delivered by a focused, senior, and highly technical team who lead our growth strategy.
As our firm continues to expand, we want to share our knowledge and expertise with like-minded individuals who thrive on building professional networks, connecting with new contacts, and, above all, delivering service excellence to our clients.
To succeed in this role, candidates will need a background in working with UHNW individuals as a wealth planner, lawyer, trustee or private banker and gain satisfaction from a role that blends using their technical expertise to relationship-manage a complex client portfolio with the excitement of developing and winning new business.
The Role
You will play a key role in supporting the growth of the client base of Crestbridge Fiduciary by working closely with our Directors, CEO and Marketing and Business Development team to develop existing and new client and intermediary relationships. You will help to build the new business pipeline by developing relationships with existing and potential new clients and coordinating proposal documentation and new business pitches. You will manage the onboarding of new clients and support our administration teams to ensure opportunities to develop existing client relationships or win new business are identified and handled appropriately.
In addition, you will act as relationship manager on a portfolio of complex family office clients, proactively managing and pre-empting client needs to drive client service delivery. As a role model and ambassador for Crestbridge Fiduciary, you will promote a client service mentality and strong business development culture across the business and maintain and, at all times exercising accountability to the Board and relevant stakeholders and applying skill and care in delivering your duties.
Key Result Areas
- Support the identification of new business opportunities, manage intermediary relationships and build the new business pipeline.
- Contribute to the delivery of agreed new business targets.
- Act as an authority on technical client specific matters and convey this expertise confidently in client meetings.
- Maintain and develop the profile, reputation and brand of Crestbridge Fiduciary internally and externally.
- Contribute to the overall strategy, structure and success of the business development function.
- Inspire confidence in new and existing clients by working with them to proactively build strong, effective and lasting relationships.
- Provide excellent levels of client service in line with Crestbridge standards, procedures and guidelines.
- Develop and uphold a positive, strong, commercial and compliant culture within your function.
- Be a role model and ambassador for Crestbridge Fiduciary, always acting in accordance with our core values.
- Take responsibility for own personal development, in line with agreed annual performance objectives.