Client Director, Private Wealth

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-18089
Job Location: Guernsey

A pivotal position with this long established independent locally owned trust and fund company with a superb work/life culture.


The purpose of the role will be to manage the people within a client delivery pod, mainly administering fund clients, acting as Client Director for key relationships and (if required) acting as a Director of client vehicles, including some POI Licensees. The Client Director will take pride in managing client expectations and providing efficient, timely and high-quality administration services.

Candidates should have strong relevant experience and strong interpersonal skills with a minimum of 10 years’ client relationship management experience, including Closed-Ended Alternative Fund experience, the ability to lead, manage and develop a team and directorship experience.

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