Director- Private Wealth

Alexander Daniels Offshore Recruitment; Saint Helier; On-site; GBP 180,000 - 280,000; Full time

Job summary

Alexander Daniels Offshore Recruitment is partnering with a leading fiduciary and private wealth organisation to appoint an experienced Director. The role encompasses strategic leadership, governance oversight, and senior relationship management across private client and corporate structures.

You will act as a board-level representative, advising clients and stakeholders while driving governance, risk management, and client service excellence.

Qualifications

• Significant experience within trust, fiduciary, private wealth, family office, or professional services environments.
• Proven experience operating at Director, Trustee, Board, or equivalent senior leadership level.
• Professional qualification such as STEP, CGI, ICSA, ACA, ACCA, or equivalent.
• Strong technical understanding of trust and company administration, fiduciary services, governance, and regulatory frameworks.
• Demonstrable experience overseeing complex client structures and managing risks and compliance obligations.

Responsibilities

• Act as Director across a portfolio of private client, trust, and corporate structures, ensuring fiduciary, governance and regulatory duties.
• Provide strategic oversight and leadership across complex structures with robust governance and risk practices.
• Build and maintain trusted relationships with high-net-worth individuals, families, intermediaries, and professional advisers.
• Support clients in navigating governance, succession planning, and commercial matters.
• Contribute to senior leadership discussions and strategic direction.
• Drive operational excellence through controls and risk/compliance management.
• Lead, mentor, and develop senior colleagues, fostering accountability and high performance.
• Sponsor strategic projects to enhance client outcomes and operational effectiveness.
• Maintain relationships with regulators and external stakeholders to uphold reputation.
• Promote a client-centric approach and service excellence across activities.

Skills

Strategic leadership

Governance oversight

Relationship management

Stakeholder management

Board-level communication

Risk management

People leadership

Education

STEP

CGI

ICSA

ACA/ACCA

Job description

We are partnering with a leading fiduciary and private wealth organisation seeking an experienced Director to provide strategic leadership, governance oversight, and relationship management across a portfolio of complex private client and corporate structures.

This is a senior leadership position offering the opportunity to influence business strategy, support organisational growth, and ensure the highest standards of governance, risk management, and client service delivery. The successful candidate will act as a board-level representative across a range of fiduciary structures while serving as a trusted adviser to clients and stakeholders.

What You'll Do

• Act as Director across a portfolio of private client, trust, and corporate structures, ensuring all fiduciary, governance, and regulatory responsibilities are effectively discharged.
• Provide strategic oversight and leadership across complex structures, maintaining robust governance frameworks and risk management practices.
• Build and maintain trusted relationships with high-net-worth individuals, families, intermediaries, and professional advisers.
• Support clients in navigating complex commercial, governance, and succession planning matters.
• Contribute to senior leadership discussions, influencing strategic direction, operational priorities, and business performance.
• Drive operational excellence through continuous improvement, strong controls, and effective management of risk and compliance obligations.
• Lead, mentor, and develop senior colleagues, fostering a culture of accountability, collaboration, and high performance.
• Sponsor business change initiatives and strategic projects designed to enhance client outcomes and operational effectiveness.
• Maintain strong relationships with regulators and key external stakeholders, ensuring the organisation's reputation for professionalism and integrity is upheld.
• Promote a client-centric approach, ensuring service excellence remains at the forefront of all activities.

What You'll Need

• Significant experience within trust, fiduciary, private wealth, family office, or professional services environments.
• Proven experience operating at Director, Trustee, Board, or equivalent senior leadership level.
• Professional qualification such as STEP, CGI, ICSA, ACA, ACCA, or equivalent.
• Strong technical understanding of trust and company administration, fiduciary services, governance, and regulatory frameworks.
• Demonstrable experience overseeing complex client structures and managing associated risks and compliance obligations.
• Strong commercial awareness with the ability to balance client needs, regulatory requirements, and business objectives.
• Experience leading and developing teams within a professional services environment.
• Exceptional stakeholder management and relationship-building skills.
• Strong decision-making capability with the confidence to challenge, influence, and operate effectively at board level.
• Excellent communication skills with the ability to engage effectively with clients, regulators, and senior stakeholders.

What Success Looks Like

• Clients receive exceptional governance and fiduciary oversight across their structures.
• Regulatory obligations are met to the highest standard, with appropriate risk management and controls in place.
• Strong and sustainable client relationships are developed and maintained.
• Teams are engaged, high-performing, and aligned to business objectives.
• Strategic initiatives are successfully delivered, supporting growth and operational excellence.
• The organisation continues to enhance its reputation for quality, integrity, and professional expertise.

Why Apply?

This is an opportunity to join a highly respected organisation in a pivotal leadership role where you will combine governance expertise, commercial acumen, and relationship leadership to make a meaningful impact on clients, colleagues, and the wider business.