In this role, you will be responsible for a portfolio of Private Wealth Clients and their structures, as well as supporting junior team members to upskill and develop them, working closely with the Senior Management team. You will have responsibility for ensuring compliance and risk appetite is appropriate and aligned with the relevant regulator.
You will act as a mentor to the team and undertake regular 1-2-1 meetings including appraisals, set relevant goals, monitor performance and targets, and encourage and facilitate development.
You will build and develop client and intermediary relationships with a view to developing new business opportunities, act as a B signatory on behalf of the Company and the other in-house companies, and organise, prioritise and delegate effectively to successfully manage the team and day-to-day workload while providing assistance and guidance to the team.
You will need to have a strong level of technical knowledge and detailed knowledge of regulatory requirements, strong organisational skills, and excellent interpersonal skills, with high levels of motivation and initiative, and you will need to be results-oriented.
Please note applications can only be taken from candidates living in Guernsey who are in possession of a Guernsey Resident Working Permit.
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