Client Relationship Director

About Us

Crestbridge Fiduciary is a privately-owned and independent fiduciary services provider. Operating from our new office in Wyoming, and from Jersey (UK), our specialist team helps high-net-worth individuals and families to protect and structure their wealth.

We are seeking a Client Relationship Director to work closely with our US Managing Director, delivering exceptional service to our Wyoming clients.

The successful applicant will be an experienced trust professional with strong technical trust knowledge, significant fiduciary experience, and a proactive approach to client service delivery.

Key Result Areas

• Act as a Director on the Board of Wyoming Trust Company, a state chartered public trust company regulated by the Wyoming Division of Banking, with good faith, honesty, care and prudence.
• Act as an authority on technical client specific matters.
• Provide excellent levels of client service in line with agreed standards, procedures and guidelines.
• Build strong and collaborative relationships with colleagues in Jersey to develop and implement appropriate processes and controls for the US business.
• Lead and manage the client service delivery team members in the US.
• Act as a role-model and ambassador for Crestbridge, maximising the contribution of Crestbridge Wyoming to the wider business, both through your own efforts and by managing, supporting and developing the team.
• Responsibility for the operational and financial performance of the client portfolio under your management.
• Develop and uphold a positive, strong, commercial and compliant culture within the business.
• Take responsibility for your own personal development, in line with agreed annual performance objectives.