Managing Director – Trust & Private Wealth (Bahamas)

Our client is a leading international corporate, fund and trust services provider with a strong global footprint. They are seeking an accomplished Managing Director to lead their Bahamas office, drive regional growth, and strengthen their presence across the Caribbean and the Americas.

This is a senior leadership role combining business development, operational oversight, regulatory engagement, and people leadership, with a strong focus on servicing UHNWIs, family offices, and professional intermediaries.

Key Responsibilities

Strategic Leadership & Growth

• Develop and execute regional growth strategies aligned with Group objectives.
• Drive business development through professional networks, intermediaries, industry events, and strategic partnerships.
• Expand the firm's market presence across the Caribbean and wider Americas.
• Identify opportunities for cross-selling, upselling, and new service offerings.
• Explore M&A opportunities and support due diligence initiatives within the region.

Client & Intermediary Relationships

• Build and maintain trusted relationships with professional intermediaries, clients, and industry partners.
• Promote the firm's private wealth, fiduciary, and family office capabilities.
• Act as a senior relationship sponsor for key clients, ensuring exceptional service delivery.

Operational & Financial Oversight

• Lead day-to-day operations of the jurisdiction, ensuring efficiency and service excellence.
• Develop, manage, and monitor annual budgets, revenue targets, and cost controls.
• Oversee KPIs across financial performance, growth, client service, governance, risk, and compliance.
• Ensure resources and utilization levels support divisional revenue targets.

Governance, Risk & Regulatory Engagement

• Act as a senior liaison with local regulators and supervisory bodies.
• Ensure regulatory compliance and support compliance teams on complex client matters.
• Prepare board reports and present at board meetings.
• Escalate significant issues to Group leadership where required.

People & Culture

• Lead, mentor, and inspire local teams, fostering a collaborative and high-performance culture.
• Drive talent development, succession planning, and performance management.
• Promote work-life balance and wellbeing across the office.
• Champion the Group's ESG initiatives at a jurisdictional level.

Key Requirements

• STEP qualified with strong expertise in trust and corporate administration.
• Proven experience as a Managing Director or senior executive within a trust, private wealth, or financial services firm.
• At least 10+ years experience in trust, fiduciary, or financial services environments. Strong track record in business development and revenue growth.
• Ability to meet MD/SO1 regulatory clearance requirements in The Bahamas.
• Strong commercial, leadership, and stakeholder management skills.
• Sound knowledge of legal and regulatory frameworks.

Interested parties please send your resume to Daniel Lesage at .
Regrettably, only shortlisted candidates will be contacted.