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.
The Role
You will act as the most senior technical director within the Client Handling team of Crestbridge Fiduciary, proactively managing and pre-empting client needs and driving the performance of the client handling teams. You will mentor and develop our client directors, and administration teams, driving proactive client relationship management and ensuring first-class service delivery to our clients. As part of the broader Crestbridge leadership team you will embed and promote the vision, mission and values of the business, at all times exercising accountability to the Board and relevant stakeholders and applying skill and care in delivering your duties. You will also work alongside our CEO and Client Business Development team to grow the business by acting as the technical expert in new client pitches and intermediary meetings.
Key Result Areas
- Act as the highest authority on technical client specific matters and convey this expertise.
- Confidently in all interactions with colleagues, clients and intermediaries.
- Proactive and value-add relationship management for key clients in the business.
- 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 service in line with Crestbridge standards, procedures and guidelines.
- 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 the business as a whole.
- Mentor and develop the client director group.
- Contribute to the overall strategy, structure and prosperity of the client handling function.
- Work with the Client BD team to support business growth.
- Take responsibility for your personal development, in line with agreed performance objectives and development plans.
- Be a role model and ambassador for Crestbridge Fiduciary, always acting in accordance with our core values.
Principal Person Duties
- To act in good faith.
- To exercise your powers for a proper purpose.
- To avoid conflict of interest and declare any such conflicts.
- To exercise the care, diligence and skill that a reasonably prudent person would exercise in comparable circumstances.
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