At Oak, we're building the next generation of private wealth and private capital services, powered by people and enabled by technology. With more than 25 years of expertise, over 200 colleagues across Guernsey, Jersey, the Isle of Man, Mauritius and The Bahamas and more than $19 billion in assets under administration, we're trusted by internationally connected families, entrepreneurs, family offices, founders, fund managers, investors and institutions around the world. As part of Opera, a privately owned financial services group, we're investing in our people, data, digital platforms and responsible use of AI to improve how work gets done, strengthen the client experience and give talented people more time to focus on judgement, relationships and higher-value work. We are building a business where people can develop specialist expertise, contribute to meaningful change and build rewarding careers. Find out more at www.operalimited.com

JOB SUMMARY

The job holder will act as a client Director on specific client cases providing advisory and fiduciary services in accordance with the relevant Client Services Agreement and the various laws and regulations. This Director will have a focus on new business development and creating new and enhancing existing client relationships.

KEY RESPONSIBILITES

• Supported by the Administration teams, proactively oversee the day to day management and administration of a portfolio of client entities

• Providing supporting fiduciary functions (four eyes principles) to non-engagement cases where necessary

• Ensuring that financial targets in terms of chargeable hours, recovery rates and debtors are met, both personally and at team level

• Maintaining and building good relationships with clients and intermediaries through quality service and participating in industry-relevant events. This includes promoting this ethos within the wider team

• Sharing historic client knowledge with Oak employees, ensuring they are in the best shape to management all client relationships

• Proactive invoicing of fees and debt management Ensuring administration procedures are followed/implemented in accordance with the Oak Procedures Manual

• Attendance at Management and Risk Committee meetings as requested Assisting with employee development/mentoring, performance management and contributing to their technical and practical training requirements

• Helping to foster good relations between leadership and employees by demonstrating an open communication ethos

• Maintaining awareness of all Group and local staff policies and procedures, and demonstrating professional standards at all times

• Ensuring that all AML and compliance regulations are complied with to the extent required by your role

• In partnership with the Commercial Office and Marketing, drive business development strategies where applicable.

• Developing regular contact with prospective clients and intermediaries to promote Oak and capitalise on business opportunities

• Ensuring that the client portfolio is properly maintained and developed, with clients being met (either virtually or in person) on a regular basis

• Working closely with the Board of Directors, in particular the Managing Director, on the strategic direction of the administration function of the business

• Identifying potential acquisition targets

• Play a key role in identifying processes and procedures as candidates for streamlining and simplification

• Assisting HR for talent scouting Identifying potential acquisition targets Line Management Responsibilities

• Guide, support, encourage and develop team in line with Oak’s People Management Framework

• To complete and input time in the time billing system on a daily basis

KEY COMPETENCIES & SKILLS

• Holds a relevant professional qualification e.g. ACCA, STEP, ICSA

• Minimum 8 years post qualifying experience in the fiduciary sector or at least 10 years industry experience Excellent understanding of fiduciary services business including detailed knowledge of the regulatory framework

• Ability to work under pressure and prioritise workloads

• Positive attitude with problem solving ability – we don’t have problems, only solutions!

• Proven leadership qualities

• Proactive and an execution mindset

• Strong management skills and a proven track record in successfully managing a team