Head of Fund Services- Executive Director
EFG · United Kingdom
Our Company
EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Job Description
As Head of Fund Services, Jersey, you will lead the Fund Services Division of EFG Wealth Solutions (Jersey) Limited (“EFGIJ”), a designated senior management function under the Jersey Financial Services Commission regime. You will be responsible for the commercial success, sustainable growth and overall leadership of the Division, setting and executing a clear business strategy that delivers meaningful revenue and profitability in line with agreed budgets and targets.
You will retain full functional responsibility for the Division’s administration, operations, governance and accounting teams, ensuring the delivery of high-quality fiduciary and fund administration services, robust risk management and regulatory compliance. As a member of the executive board of EFGIJ, you will play a key role in shaping the strategic direction of the business, acting as a primary liaison with regulators, clients and key stakeholders, and ensuring that EFGIJ maintains its reputation as a trusted and leading fund services provider.
Main Responsibilities
- Lead and execute the commercial strategy for the Fund Services Division, defining and delivering business plans with clear revenue, margin and growth targets across client segments and product lines, in line with EFG’s strategic priorities and risk appetite.
- Drive business development and client acquisition by originating, managing and converting new business pipelines from the wider EFG Group, intermediaries and direct prospects, and by overseeing proposals, pitch documentation and commercial terms for new client relationships.
- Represent EFG as a commercial ambassador in the market, enhancing the positioning of EFG’s fund services offering through active participation in conferences, networking events and industry forums, and by building strategic alliances with third parties and intermediaries.
- Provide functional leadership for the Division’s administration, operations, governance and accounting teams, ensuring high-quality fiduciary services, operational efficiency and full compliance with regulatory obligations and internal risk frameworks. Act as an “A” Authorised Signatory and, where required, as director/trustee of client entities.
- Lead financial management and commercial performance of the Division by contributing to budget setting, monitoring financial results against targets, optimising pricing and product mix, and implementing efficiency initiatives that demonstrably improve profitability.
- Foster a high-performance, commercially aware culture by leading, developing and retaining talent within the Division, setting clear objectives, providing timely feedback, recognising strong performance and managing underperformance fairly and decisively.
- Promote strong relationship management and client retention by building and deepening relationships with key decision makers at clients and intermediaries, collaborating closely with colleagues across EFG, and ensuring integrated solutions that meet client needs.
- Oversee and enhance governance, risk and compliance frameworks for the Division, ensuring adherence to funds law, local regulatory requirements, corporate governance standards and EFG’s risk management framework, including CPD and training requirements for yourself and your team.
- Chair and contribute to internal committees and meetings as required, ensuring timely, accurate reporting of key information to the CEO EFGIJ and other senior stakeholders, and actively contributing to the broader strategic development of the company.
Skills and experience
- Recognised professional qualification meeting Jersey Financial Services Commission Table 4 requirements, supported by substantial experience in fund services or fiduciary business.
- At least 10 years’ relevant finance industry experience within an offshore financial services organisation in a senior leadership role, with strong technical understanding of client administration and fiduciary services.
- Comprehensive knowledge of funds law, industry regulation, corporate governance, compliance and risk management, with the ability to manage complexity and lead large-scale initiatives.
- Strong financial and commercial management skills, including budgeting, pricing and profitability analysis, linked to clear commercial outcomes.
- Proven experience managing and leading multi-disciplinary teams, driving a high-performance, commercially aware culture and ensuring high standards of client service and operational efficiency.
- Confident communicator with regulators, clients, intermediaries and senior internal stakeholders, able to represent the Division and EFG professionally in external and internal forums.
- Strong leadership and interpersonal skills, with the ability to inspire, motivate and develop others, and to manage underperformance fairly and decisively.
- Excellent written and spoken English; additional languages relevant to EFG’s international client base are an advantage.
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands-on: Being proactive to rapidly deliver high-quality results
- Passionate: Being committed and striving for excellence
- Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
- Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.