High Net Worth Private Client Business Developer

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services provider is seeking a High Net Worth Private Client Business Developer in the United Kingdom. This full-time role focuses on developing new relationships within the High Net Worth sector, targeting entrepreneurs and family offices. The ideal candidate will possess a strong entrepreneurial spirit and experience in offshore private client services, aiming to drive business growth through effective networking and partnerships.

Benefits

Opportunities for professional growth

Collaborative environment

Encouragement of entrepreneurial spirit

Qualifications

• Strong understanding of offshore private client services, including banking and fiduciary structures.
• High level of commercial acumen and relationship-building skills.
• Excellent time management and organizational skills.

Responsibilities

• Develop and maintain an active sales plan for the Jersey market.
• Identify and acquire new clients through professional networks and referrals.
• Partner with local investment bodies to connect with high-value relocators.

Skills

Understanding of offshore private client services

Commercial acumen

Relationship-building skills

Strong communication skills

Networking ability

Emotional intelligence

Time management skills

Entrepreneurial drive

Adaptability

Innovativeness

Job description

Our client is seeking a High Net Worth Private Client Business Developer responsible for originating new relationships within the High Net Worth sector. This role targets entrepreneurs, family offices, professionals, and intermediary partners across the Channel Islands. The position will involve representing our client as a key partner in the local professional and business community. This full‑time role requires a proactive individual with a strong entrepreneurial spirit.

Job Duties

• Develop and maintain an active sales plan tailored to the Jersey market, aligned with target client segments and business growth priorities.
• Identify and acquire new clients through professional networks, referrals, and local partnerships.
• Leverage relationships with intermediaries, including trust companies and family offices, to generate new business.
• Partner with local investment bodies to connect with high‑value relocators and entrepreneurs moving to the island.
• Cultivate a strong awareness of the local regulatory environment, economic landscape, and client behaviours unique to Jersey's finance sector.
• Utilize tools effectively to manage leads, referrals, and client data.
• Ensure all client interactions uphold consumer duties and focus on delivering positive outcomes.
• Identify and engage with new client opportunities that align with private client strategy in the Channel Islands.
• Build and maintain a high‑quality pipeline of prospective clients through direct engagement and collaboration with intermediary networks.
• Hold regular meetings with potential clients and partners to deepen relationships and understand evolving needs.
• Collaborate with Relationship Managers to ensure seamless onboarding and cross‑referrals to other areas of the Group.
• Demonstrate a deep understanding of the private client strategy and its contribution to broader Group objectives.
• Represent the organisation within the local ecosystem to enhance brand visibility and thought leadership.
• Develop strong knowledge of the client's proposition and how it differentiates within the Jersey marketplace.
• Champion cross‑referrals and collaboration across the Group, leveraging opportunities.

Job Requirements

• Strong understanding of offshore private client services, including banking, lending, and fiduciary structures.
• Regulatory knowledge relevant to local financial services expectations.
• High level of commercial acumen, relationship‑building, and influencing skills.
• Proven ability to originate new business from both direct clients and intermediaries.
• Strong communication skills, confident networking ability, and strategic thinking.
• Emotional intelligence and empathy in engaging with clients.
• Excellent time management and organisational skills.
• Takes initiative and showcases entrepreneurial drive.
• Resilient, optimistic, and adaptable to a dynamic market environment.
• Committed to continuous learning and personal development.
• Innovative in identifying new business opportunities and partnerships.

What You’ll Love

This role offers the opportunity to play a key part in fostering strong private client relationships within the High Net Worth sector. You will be working in an environment that promotes professional growth, collaboration, and innovation. The organisation values internal mobility and encourages you to bring your entrepreneurial spirit to excel in this position.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.