Opera - Director, Trust & Corporate
Guernsey
Vacancy listed 16/06/2026
Application deadline 03/07/2026
Details
 OAK SUMMARY
Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.

Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott.

Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition. 

For more information, please visit: https://www.operalimited.com/   

JOB SUMMARY
The job holder will act as a client Director on specific client cases providing advisory and fiduciary services in accordance with the relevant Client Services Agreement and the various laws and regulations. This Director will have a focus on new business development and creating new and enhancing existing client relationships.

KEY RESPONSIBILITES 
  •   Supported by the Administration teams, proactively oversee the day to day management and administration of a portfolio of client entities 
  •   Providing supporting fiduciary functions (four eyes principles) to non-engagement cases where necessary 
  •   Ensuring that financial targets in terms of chargeable hours, recovery rates and debtors are met, both personally and at team level 
  •   Maintaining and building good relationships with clients and intermediaries through quality service and participating in industry-relevant events. This includes promoting this ethos within the wider team 
  •   Sharing historic client knowledge with Oak employees, ensuring they are in the best shape to management all client relationships 
  •   Proactive invoicing of fees and debt management  
  •   Ensuring administration procedures are followed/implemented in accordance with the Oak Procedures Manual  
  •   Attendance at Management and Risk Committee meetings as requested 
  •   Assisting with employee development/mentoring, performance management and contributing to their technical and practical training requirements 
  •   Helping to foster good relations between leadership and employees by demonstrating an open communication ethos 
  •   Maintaining awareness of all Group and local staff policies and procedures, and demonstrating professional standards at all times 
  •   Ensuring that all AML and compliance regulations are complied with to the extent required by your role 
  •   In partnership with the Commercial Office and Marketing, drive business development strategies where applicable. Developing regular contact with prospective clients and intermediaries to promote Oak and capitalise on business opportunities 
  •   Ensuring that the client portfolio is properly maintained and developed, with clients being met (either virtually or in person) on a regular basis 
  •   Working closely with the Board of Directors, in particular the Managing Director, on the strategic direction of the administration function of the business 
  •   Identifying potential acquisition targets 
 
  Transformation of Oak 
  •   Play a key role in identifying processes and procedures as candidates for streamlining and simplification  
  •   Assisting HR for talent scouting 
  •   Identifying potential acquisition targets 

  Line Management Responsibilities  
  •   Guide, support, encourage and develop team in line with Oak’s People Management Framework 

  General Responsibilities  
  •   To complete and input time in the time billing system on a daily basis 
  •   Any other duties/projects as may be required from time to time in accordance with the demands of the role  
  •   In all aspects of your role, display and adhere to Oak’s Values 

KEY COMPETENCIES & SKILLS
  • Holds a relevant professional qualification e.g. ACCA, STEP, ICSA 
  •   Minimum 8 years post qualifying experience in the fiduciary sector or at least 10 years industry experience 
  •   Excellent understanding of fiduciary services business including detailed knowledge of the regulatory framework 
  •   Ability to work under pressure and prioritise workloads 
  •   Positive attitude with problem solving ability – we don’t have problems, only solutions! 
  •   Proven leadership qualities  
  •   Proactive and an execution mindset 
  •   Strong management skills and a proven track record in successfully managing a team

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