Client Director
About Us
We are an independent and privately- owned family office services provider, based in Jersey and supporting clients all over the world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and service-focused offer.
Our firm’s culture is shaped by our three central values. The integrity consistently to do what is right, maintaining and enhancing our clients’ trust. The professionalism confidently to deliver expert guidance, rooted in a truly independent approach. And the agility to think and act at a pace that mirrors events in an increasingly complex and dynamic world.
Following strong and sustained growth, and receipt of an array of industry accolades, we’re now adding to our team. We are looking for talented and dedicated colleagues who will thrive in an environment where their voice, and their contribution will be invited, heard, and appreciated.
The Role
To work with your fellow Directors to drive service delivery and team performance of the client handling teams, whilst working with the broader Crestbridge senior leadership team to drive the vision, mission and values of the business. To demonstrate accountability to the Board and relevant stakeholders and apply skill and care in exercising your duties.
To act as a role-model leader, maximising the contribution of your business unit to the business, both through your own efforts and by leading, supporting and developing your team and other colleagues.
Key Result Areas
- Inspire confidence in new and existing clients by working with clients’ key decision makers and influencers to proactively build strong, effective and lasting relationships.
- Share responsibility for the operational and financial performance of your business unit as part of the Client Service Director team.
- Develop and uphold a positive, strong, commercial and compliant culture within your business unit and the business as a whole.
- Contribute to the overall strategy, structure and prosperity of your business unit.
- Share responsibility for colleague resourcing, retention and development in your business unit.
- Act as an authority on technical client specific matters.
- Take responsibility for your personal development, in line with agreed performance objectives and development plans.
- Be a role model and ambassador for Crestbridge Family Office Services, always acting in accordance with our core values.
- Provide excellent levels of service in line with Crestbridge Family Office Services standards, procedures and guidelines.