A leading financial services organisation is seeking an accomplished senior professional to lead its Private Wealth & Family Office division. This is a rare opportunity for an experienced executive to shape strategy, drive growth, and act as a trusted adviser to UHNW families at the highest level.
KEY RESPONSIBILITIES:
* Provide strategic leadership and direction across the Private Wealth & Family Office service line
* Act as a senior advisor to high-net-worth and ultra-high-net-worth families, managing complex, long-term relationships with discretion and professionalism
* Oversee the establishment and administration of sophisticated structures including trusts, foundations, family office vehicles and multi-jurisdictional asset holdings
* Drive growth through business development, strategic planning, and identifying new service opportunities
* Hold responsibility for commercial performance, including budgeting, forecasting and P&L delivery
* Ensure strong governance, risk management and regulatory compliance across all operations
* Collaborate with internal specialists (tax, fiduciary, corporate services) to deliver integrated wealth solutions
* Provide leadership, guidance and mentorship to senior team members, supporting a culture of excellence and continuous improvement
* Represent the business in senior forums and contribute to wider strategic initiatives
QUALIFICATIONS AND EXPERIENCE:
* Significant senior experience (10+ years) within private wealth, family office or fiduciary services
* Proven track record managing and developing UHNW client relationships
* Deep technical understanding of wealth structuring, succession planning, governance frameworks and cross-border considerations
* Relevant professional qualification (e.g., trust & estate, governance, accounting, tax) or equivalent senior-level expertise
* Demonstrable experience leading high-performing teams and influencing at board or executive level
* Excellent understanding of regulatory requirements, risk management and compliance within the private wealth sector
SKILLS AND ATTRIBUTES:
* Strategic and visionary: Able to shape long-term direction while maintaining operational discipline
* Client-centric and trusted: Naturally able to build credibility and trust with UHNW families and advisers
* Commercially astute: Strong business development mindset with the ability to identify and unlock growth opportunities
* Leadership presence: Inspires teams, drives accountability and fosters a collaborative, high-performance culture
* Ethical and discreet: Operates with integrity and sound judgement at all times
* Must be Entitled or Entitled to work in Jersey