Senior 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 your technical expertise to relationship-manage a complex client portfolio with the excitement of developing and winning new business.
The Role
You will drive the growth of the client base of Crestbridge Fiduciary by developing existing and new client and intermediary relationships. You will work closely with the CEO and BD and Marketing team to deliver 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.
In addition, you will oversee the smooth onboarding of new clients and act as senior director on a portfolio of complex family office clients, proactively managing and pre-empting client needs and driving the client service delivery and performance of the client handling teams alongside the Client Director team.
As a senior leader you will embody and embed a client service mentality and strong business development culture across the business, promoting our vision, mission and values, and at all times exercising accountability to the Board and relevant stakeholders and applying skill and care in delivering your duties.
Key Result Areas
- Identify new business opportunities, manage intermediary relationships and build the new business pipeline.
- Act as the highest authority on technical client specific matters and convey this expertise confidently in client and intermediary meetings.
- Deliver agreed new business targets.
- Maintain and develop the profile, reputation and brand of Crestbridge Fiduciary internally and externally, attending conferences, networking events and other relevant opportunities.
- Contribute to the overall strategy, structure and success of the business development function.
- Inspire confidence in new and existing clients by working with clients’ key decision makers and influencers 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 and the business as a whole.
- 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.