Director - Private Wealth Services

Key Responsibilities

• Continue the client development strategy in coordination with the law firm
• Undertake business development activity alongside the broader team to deliver the client development strategy and income growth targets
• Support and demonstrate excellent client service, leading and motivating the OGL Private Wealth team, providing coaching and development support as required
• Work closely with peers in other jurisdictions, sharing best practice, coordinate activity and resources
• Continuous review of changing market requirements and service improvement opportunities
• Maintain a strong relationship with the law firm resulting in seamless client service, product development and service enhancements
• Contribute to marketing activity including client briefings, internal product training, evaluation of trends and support the social media strategy
• Reinforce the Group Vision and the use of lean management/continuous improvement tools to support sustainable, incremental business improvements
• Develop content for relevant policies and procedures and wider Knowledge Management utilising the existing infrastructure
• Where required, working with the Head of Risk, obtain relevant regulatory approvals
• Drive an 'Ogier Best Way' ethos across the support team through rigorous process review to drive alignment and consistency
• Define and direct clear operational service standards through implementation of data led SLAs and KPIs

Skills, Knowledge and Expertise

• A strong background with a minimum of 10 years in private wealth services
• Considerable practical experience, supported by a relevant professional qualification such as STEP, CGI, ACCA
• Hands on experience in managing private wealth engagements, including growing existing and new client relationships as part of relevant BD activity
• Demonstrated ability to build and lead a strong motivated team by providing guidance, feedback and day to day direction
• Strong client service mentality, with extensive technical skills in the relevant service delivery
• Self-driven and willing to take on responsibility with the ability to keep resilient under pressure
• In-depth knowledge of Fiduciary administration operations
• Knowledge of regulatory environments, with experience of liaising with the relevant regulators
• Excellent collaboration skills through strong stakeholder management
• Proven ability to influence, negotiate and communicate with internal and external customers through verbal and written formats
• Good understanding of LEAN/Six Sigma and/or general continuous improvement tools, ideally with a relevant accreditation
• Proven diagnostic and problem solving skills, drawing to conclusions to achieve the best outcome for the business
• Technically advanced, always striving to make best use of available systems

About
Ogier is committed to creating an inclusive and diverse workplace where everyone feels valued and respected. We’re committed to making our recruitment process inclusive and comfortable for everyone. We welcome applications from all backgrounds and communities, and we strive to ensure equitable opportunities for all candidates. If you need any reasonable adjustments at any stage in your recruitment journey with us, please let us know, we’ll be happy to work with you to ensure you have the best possible experience.Ogier provides legal advice on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law. Our network of locations also includes Beijing, Dubai, Hong Kong, London, Shanghai, Singapore and Tokyo. Legal services for the corporate and financial sectors form the core of our business, principally in the areas of banking and finance, corporate, investment funds, dispute resolution, private equity and private wealth. We also have strong practices in the areas of employee benefits and incentives, employment law, regulatory, restructuring and insolvency and property. Ogier's corporate administration business, Ogier Global, incorporates and administers a wide variety of vehicles including public and private companies, partnerships and trusts. Ogier is based in 13 jurisdictions including Beijing, BVI, Cayman Islands, Dubai, Guernsey, Hong Kong, Ireland, Jersey, London, Luxembourg, Shanghai, Singapore and Tokyo.