Overview
In this role, you will support the Client Directors within an international fiduciary services firm. You will lead staff to uphold company policies while driving service quality and governance. The position invites senior experience from financial institutions, with a preference for portfolio management exposure. You will engage in governance, risk oversight, and client-focused oversight to ensure compliance and operational excellence. This is a hands-on, leadership role that shapes how the fund and corporate services team delivers value.
Responsibilities
- Support Client Directors in day-to-day governance and policy adherence
- Lead staff management to ensure compliance with company policies
- Oversee staff productivity and performance metrics
- Involvement in fee billing processes
- Participate in the new business committee
- Manage SLAs and KPI tracking
- Contribute to risk and corporate governance initiatives
Key requirements
- Senior-level experience in another financial institution
- Ideally portfolio management experience
- At least 5 years in a senior fiduciary services role
- ACCA, ICSA, CISI or STEP certification
- Eligible or entitled to work in Jersey
- leadership
- proactive problem-solving
- strong communication
- portfolio management (desirable)
- fee billing
- SLA management
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