Client Director (Jersey)
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. After a decade of growth, building a strong team, and earning a number of industry awards, we’re now adding to our team, and are looking for people who would 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 the client 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 exercise accountability to the Board and relevant stakeholders and apply skill and care in exercising your duties.
In addition, you will play a key role in growing the client base of Crestbridge Family Office Services, by developing existing and new client and intermediary relationships. You will work closely with the BD and Marketing team on delivery of the Business Development strategy, as well as providing mentoring and development to our administration teams to ensure opportunities to develop existing client relationships or win new business are identified and handled appropriately.
You will discharge the obligations of a principal person satisfactorily and in line with defined business activities.
Key Result Areas
- Provide excellent levels of client service in line with Crestbridge standards, procedures and guidelines.
- Act as the highest authority on technical client specific matters.
- Responsible for delivering agreed new business targets.
- Maintain and develop the profile, reputation and brand of Crestbridge Family Office Services externally.
- Identify new business opportunities, manage intermediary relationships and build the new business pipeline.
- Be a role model and ambassador for Crestbridge Family Office Services internally and externally, attending conferences, networking events and other relevant opportunities.
- Contribute to the overall strategy, structure and prosperity of your function.
- Oversee resourcing, retention, and development in your function.
- Take responsibility for own personal development, in line with agreed annual performance objectives.