Client Director Wyoming

The Role

Working closely with our US Managing Director, this new role will be responsible for delivering first class service to the clients of Crestbridge Wyoming. This will include managing the transition of incoming CBF clients from our former joint venture, as well as overseeing the ongoing administration and leading the alignment of client files inherited as part of the recent acquisition of Wyoming Trust Company with established practices and standards.

As a Director of WTC and CBF, the postholder will be an experienced trust professional with strong technical trust knowledge and fiduciary experience who is committed to proactive client service delivery, whilst managing risk and applying skill, care and judgement in exercising their duties.

• 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.