About Us

We are an independent and privately owned Family Office Services provider, based in Jersey and supporting clients all over the world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and service-focused offer. After a decade of growth, building a strong team, and earning a number of industry awards, we’re now adding to our team, and are looking for people who would thrive in an environment where their voice, and their contribution will be invited, heard, and appreciated.

The Role

As a member of the senior management team, you will oversee a client administration team, assuming overall responsibility for the delivery of a comprehensive first-class administration service to a portfolio of complex and high net worth clients, in line with defined business activities. As a role model and ambassador for Crestbridge Family Office Services, you will promote a client service mentality and strong business development culture within your team and maintain and develop relationships together with existing and potential new clients.

Key Result Areas

• Operational and financial performance of your client administration team.
• Excellent levels of client service in line with Crestbridge standards, procedures, and guidelines.
• Enhanced and maintained business relationships with high levels of client retention.
• A highly functioning team with good staff retention and a culture of continued development.

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