Head of Private Client - Guernsey

• Administration is carried out in a timely and efficient manner; and
• All bills are issued and debts are collected promptly.

• maintenance and development of referrer relationships, generation of new business opportunities;
• writing proposals and participation in pitches;
• writing marketing collateral, articles and thought-leadership; and
• attendance and participating in key conferences and events.

• Shared responsibility for risk identification and management through active participation on the risk and compliance committee.

• Providing executive leadership across the Service line and Licensee, inspiring and motivating the staff team.
• Oversee all aspects of the day to day operations of the Service Line, ensuring operations are properly controlled and all relevant reporting is in place.
• Establish, maintain and monitor key performance indicators for the Service Line.
• Contribution to management matters or specific projects as required.
• Attendance at board and committee and forum meetings as appropriate.
• Member of Risk and Compliance Committee
• Undertaking an ambassadorial role for the company in the active participation in industry roles representing TCI.

• Act as senior leader for the Service Line in country, supporting the strategic direction and priorities set by the Service Line globally to deliver towards their P&L target.
• Incorporate local market insight and analysis in overall Service Line strategy and plans, allowing for market nuance where appropriate.
• Set, monitor and drive key business development activity within the jurisdiction for existing clients & new business opportunities.
• Own the day-to-day client relationship for the Service Line within the jurisdiction.
• Support local integration of bolt-on acquisitions and new services as dictated by global strategy.
• Own and manage compliance and risk for the Service Line within jurisdiction.
• Proactively plan, advise and drive the implementation of change to optimise Service Line performance based on global strategy.

• Partner with Sales and Marketing team to drive revenue within the jurisdiction.
• Support the deployment of pricing policy within the jurisdiction.

• Perform financial and non-financial reporting for regulatory and compliance purposes.
• Take jurisdictional responsibilities under the supervision of the TCI Chairman and Ocorian Country Head of Fiduciary Licensee matters and interaction with Regulator.

• Act as overall people manager in the Service Line within jurisdiction ensuring the appropriate development of local talent and capabilities, supporting in performance management and career progression.
• Reinforce the culture in line with the Ocorian values, embodying these values and driving the cultural agenda.

• Qualified Solicitor, Accountant or other relatable occupation.
• Ability to provide strong leadership and demonstrate core values inspiring confidence and trust and motivating teams to produce quality service.
• Strong corporate governance experience and demonstrable ability to operate at board level.
• Proven business development and marketing experience including an ability to communicate effectively with and gain the trust of high-net-worth individuals and their advisers, develop and implement marketing initiatives and generate new business.
• Excellent written and verbal communication skills, including experience of public speaking at conferences and seminars.
• Strong interest in staff development and mentoring at all levels.
• Strong commercial acumen.
• A practical and pragmatic approach to problem solving including the practical application of legal knowledge to client matters.
• Strong knowledge of AML and CFT laws and regulations.
• In depth knowledge and understanding of the Fiduciary and Protection of Investor legal and regulatory framework and principles of operating in this environment.

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Ocorian