Director, Private Wealth

| Financial Services


  • Deliver new business opportunities / revenue through existing and new client network, contribute to the top line of the business
  • Contribute to the development of New Business Sales Process, Procedures and related documentation
  • Report on key sales performance indicators
  • Conduct extensive industry and potential client research (including Due Diligence) to support the Sales network
  • Act as the key point of client contact for allocated relationships, coordinating the service team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables
  • Ensure that risk management processes are embedded in the culture, operations and systems used by all employees, driving and exemplifying adherence to agreed policies, procedures and applicable regulation
  • Actively develop new client leads and business opportunities to support the strategic and commercial business development targets and income streams
  • Responsible for conducting regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Implement a timely and robust action plan to quickly remediate loss positions. Seek to improve profitability of all client relationships. Actively manage the exit of any client relationships which cannot be converted to a profitable basis


  • Good knowledge and experience of offshore financial services and underlying product and service rationales, technologies and regulatory environments
  • Extensive experience within the offshore finance Industry
  • Corporate Governance experience and an understanding and experience of risk mitigation
  • Leadership and management experience
  • Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others
  • Experience of working closely with Regulators
  • Knowledge and experience of successfully recruiting high calibre individuals to feed the talent pipeline for immediate needs and longer term needs of a business


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