Client Development and Onboarding Manager

A leading international professional services firm is seeking a Client Development and Onboarding Manager to join its Jersey office.

This newly created role is designed to bridge the gap between business development and client onboarding, supporting senior leadership in driving growth while ensuring a seamless and compliant onboarding experience for new clients.

The successful candidate will be responsible for proposal development, client engagement, and coordination with internal teams to uphold high standards of regulatory compliance and service delivery.

Key Responsibilities:
Client Development Support

• Assist in drafting proposals, engagement letters, and client communications
• Support the delivery of external sales presentations and pitch documentation
• Attend meetings with prospective clients and intermediaries
• Maintain accurate records of sales activities and reporting systems

Client Onboarding & Relationship Management

• Act as a liaison between business development and onboarding teams
• Ensure timely and accurate collection of Customer Due Diligence (CDD) documentation
• Guide clients and intermediaries through onboarding requirements
• Coordinate with internal teams across jurisdictions to ensure consistency
• Prepare regular reports on onboarding progress and risk assessments
• Ensure smooth handover of new business to administration teams

Compliance & Risk Management

• Adhere to relevant regulatory codes and internal policies
• Collaborate with compliance and legal teams to resolve CDD-related issues
• Maintain awareness of AML/CFT/CPF legislation and best practices

General Duties

• Deliver excellent service aligned with the company’s values
• Participate in projects as required, based on availability and skillset

Candidate Profile:
Essential Skills & Experience

• Minimum 7 years’ experience in trust administration, corporate services, or a related field
• Strong understanding of trust and corporate structures
• Proven experience in CDD, KYC, and onboarding processes
• Excellent verbal and written communication skills
• Confident in engaging with senior stakeholders and intermediaries
• Highly organised and detail-oriented, with the ability to manage multiple priorities
• Proficient in Microsoft Office and CRM/onboarding systems
• Experience in a professional services firm, bank, or trust company