Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
As a Northern Trust employee (Partner), you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve.
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
The GFO EMEA Head of Fiduciary (Guernsey) is a member of the GFO EMEA Management Team and Channel Islands Executive.
Management of Northern Trust Guernsey Fiduciary group, one of Northern Trust Channel Island's three legal entities. Overseas Fiduciary business activities to ensure compliance with applicable laws and regulations. Responsible for monitoring delivery of Fiduciary services to ensure that a consistent and quality level maintained. Direct client and prospect interaction to provide goals-based wealth plan consulting services to high-income/net worth individuals and families. Collaborate with Lead Relationship Managers and other client service team members to integrate client service delivery. Contribute thought leadership in wealth planning and mentoring of other partners. Engage with the professional advisor community to advance Northern Trust's brand and reputation.
The key responsibilities of the role include:
Oversight of management of Guernsey Fiduciary team
Work directly with clients to develop an advisory relationship and gather information related to client's financial circumstance's and goals
Determine client financial objectives, risk tolerance and capital requirements
Counsel clients on general financial forecasts and trends
Facilitate implementation of sophisticated wealth plans based on the direction given by the client
Interact with client's other advisors and other Northern Trust service partners in the delivery of coordinated financial and wealth planning services
Actively assist in the sales process and the identification of opportunities to expand client relationships
Acceptance/decline of new business, resignation as trustee – review and recommend or otherwise new fiduciary business to the board, nominated director or other responsible party
Contribute to Northern Trust wealth planning thought leadership, including marketing resources
Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks
Operates independently; has in-depth knowledge of Fiduciary, business unit / function
As Fiduciary subject area expert, provides comprehensive, in-depth consulting and leadership to team
Represent Fiduciary business at compliance, risk and investment related committees; including Fiduciary Review Committee, Audit Risk Committee, Investment Oversight Committee. Arbitrate on contentious decisions
Provide updates to relevant Boards and Committees on Fiduciary related business
Strong knowledge of Fiduciary and Guernsey regulatory environment
Understanding of the wealth, Investment, fiduciary and trust business
Legal and accounting experience
Technical knowledge of fiduciary, custody and ancillary services such as Asset Management, IRAS, Private Monitor , FX, Transition Management, etc..
Structured communication skills: ability to communicate complex ideas top-down, ask targeted questions to arrive at solutions
Highly flexible and adaptable to change, self-motivated and able to independently drive results
Strong analytical skills: ability to analyse and synthesize large amounts of information into concise and structured output.
Problem solving: think logically and deconstruct a larger problem into sub-components, prioritize issues and allocate resources
Interpersonal skills: ability to engage diverse set of stakeholders, understand their viewpoints, build long-term relationships, create a collaborative and inspirational environment within the team
The competencies we seek include:
People and team management
Management of virtual teams
Working with Us:
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and ethical companies. In return, we will support you with your personal and career goals in a number of ways:
Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days
Health & Wellbeing – Private Medical Insurance, Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program
Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.