Head of Private Wealth

Our client is seeking a senior professional to lead their Private Wealth function in Guernsey. Reporting into the Group Head of Private Wealth, this individual will oversee local business performance, manage key client relationships, and ensure day-to-day service delivery. The role plays a key part in supporting the wider group strategy, with a focus on operational quality, client service, and commercial effectiveness.

Key Responsibilities

• Lead the Guernsey-based Private Wealth team, ensuring high standards of service for private clients and advisers

• Support the execution of strategic plans and provide local market insight to group leadership

• Take ownership of revenue, utilisation, and profitability targets while identifying growth and efficiency opportunities

• Build and maintain trusted relationships with high-net-worth clients, families, and intermediaries

• Work across teams to identify cross-selling opportunities and improve client relationships

• Attend networking events, identify new leads, and support business development activity

• Ensure full compliance with internal policies and regulatory requirements including AML and KYC

• Provide leadership and mentoring to the local team and encourage a collaborative working culture

• Liaise with operations, compliance, and risk teams to ensure smooth business operations in line with group expectations

• Monitor performance metrics for the Guernsey office and implement improvements where needed

Candidate Profile

• Extensive experience in trust and fiduciary services, ideally in a senior leadership or management role within a regulated business

• Strong understanding of private wealth structuring, with familiarity with both Guernsey and international matters

• A relevant professional qualification such as STEP, CGI, or a legal/accounting designation is strongly preferred

• Demonstrated ability to lead, support, and develop a team

• Commercially minded with a client-focused approach and an eye for business development opportunities

• Comfortable with compliance and regulatory frameworks in the private wealth space