DUTIES AND RESPONSIBILITIES
• Develop and execute strategies to grow the Bermuda private wealth and trust practice and develop and maintain relationships with UHNW individuals, family offices, private banks, fiduciaries, trustees, investment managers and professional advisers.
• Contribute to the development and positioning of Appleby as a leading international private wealth and trust jurisdiction by developing strategic relationships across Bermuda, North America, Europe, the Middle East and other relevant private wealth markets.
• Identify, qualify and develop opportunities involving succession planning, family governance, trusts, estates, asset protection, investments and cross-border wealth matters.
• Connect prospective clients and advisers with the appropriate Bermuda Partners and legal teams and support relationships through the engagement process.
• Work closely with Partners, lawyers, marketing and business development teams to deliver targeted market initiatives and campaigns.
• Provide Partners and leadership with insight into market trends, client needs, competitor activity and emerging opportunities.
• Maintain accurate CRM information and report on relationship development, referral sources, qualified opportunities and pipeline performance.
KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:
• A minimum of 10 years’ experience of high-level business development in private banking, wealth management, family office, investment management, or similar field.
• Relevant bachelor’s degree in business, finance and a relevant designation/certification.
• Deep understanding of the international private wealth ecosystem and Bermuda’s role in this ecosystem and the needs of UHNW individuals, family offices, private investment principals, fiduciaries, trustees and
professional advisers.
• Exceptional relationship-building, networking skills, with credibility to engage clients paired with strong judgment, strategic thinking, entrepreneurial drive, with a practical, execution-focused approach.
• Demonstrated ability to identify, qualify and develop commercial opportunities and connect clients and advisers with appropriate professional expertise.
• Proven track record of developing strategic partnerships, originating opportunities and building sustainable referral networks creating and facilitating growth within the company.
• Excellent communication, negotiation and interpersonal skills, with the ability to build trust across cultures, disciplines and jurisdictions.
• Strong market intelligence and analytical skills, with the ability to identify trends, emerging client needs and opportunities for practice development.
• Ability to work collaboratively with Partners, lawyers and other stakeholders and exceptional discretion, integrity and professional judgment when handling confidential and commercially sensitive information.
• High level of proficiency in Microsoft Office suite of programmes.