ASSOCIATE DIRECTOR PRIVATE CLIENTS, ST HELIER, JERSEY

VNI International; Saint Helier; On-site; GBP 110,000 - 160,000; Full time

Job summary

VNI International invites an Associate Director to lead Private Clients in Jersey. The role focuses on proactive entity management, lifecycle oversight, and close collaboration with Client Directors to sustain exemplary service for high net worth families.

You will ensure accurate records, support fiduciary decision making, and liaise with external professionals while mentoring junior colleagues. Travel may be required.

Qualifications

• 5-10 yrs experience serving HNW international families.
• Proven ability to manage complex international fiduciary structures.
• Strong understanding of trust legislation and regulatory requirements.
• Experience collaborating with external professionals and service providers.
• Knowledge of KYC, AML, CFT and GDPR requirements.
• Knowledge of NavOne and MS Office tools.

Responsibilities

• Oversee entity management from onboarding through full lifecycle with Client Directors.
• Ensure data and records for all entities are up to date and compliant.
• Deliver client work and maintain service standards, with KPI tracking.
• Communicate clearly with clients and third parties, verbally and in writing.
• Support risk forums with thorough, well-prepared input for decisions.
• Liaise with third-party providers to meet client needs and future referrals.
• Mentor junior team members and share knowledge across the group.

Skills

Fiduciary management

Client relationship

KYC / AML / GDPR

Cross-border experience

Regulatory compliance

NavOne

MS Office

Education

STEP

ICSA

Accountancy

Legal

Tools

NavOne

Document management

MS Office suite

Job description

ASSOCIATE DIRECTOR PRIVATE CLIENTS, ST HELIER, JERSEY

VNI International are representing an award-winning provider of private wealth, fund and corporate administration services who are keen to secure an Associate Director for their Private Clients division in their Jersey office.

Key Accountabilities:

• Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery
• Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
• Delivery of all client work and client contact and expected service standards, ensuring KPIs are up to date at all times
• Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
• Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary
• Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals
• Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings
• Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team
• Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time
• Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours

Requirements:

• Ability to act independently but knowing when to escape & seek guidance
• Positive collaboration with all Private Wealth colleagues & wider stakeholders
• Director of client entities/affiliate members where required
• Ongoing compliance with all internal policies and procedures
• Ongoing compliance with all relevant regulatory/legal requirements
• Spotting cross-sell opportunities and liaison with Client Directors accordingly
• Sharing of own client/structure knowledge with nominated alternates
• Awareness and ability to act as fully effective nominated alternate for others
• Maintenance of technical awareness and market developments
• Effective contribution to group projects as necessary
• Authorised client signatory in line with approved limits
• Maintenance of CPD and up to date technical awareness
• Occasional business travel subject to workload status

Other information:

• 5 - 10 yrs experience serving HNW international families
• Good understanding of the issues facing HNW families and their structures
• Proven ability in managing complex international fiduciary structures
• Proven ability in working with related industry professionals
• Full understanding of local trust & co. legislation and regulatory requirements
• Good understanding of investments, property and other asset classes
• Full awareness of policies and procedures
• Highly effective and adaptive interpersonal skills
• Collaborative team player
• Strong awareness of KYC, AML, CFT and GDPR requirements
• Good knowledge of and experience of working with NavOne
• Good knowledge of doc. management principles and core MS Office apps

Preferred Qualifications:

• STEP
• ICSA
• Accountancy
• Legal