Managing Director Bahamas

Managing
Director

Private Wealth | Bahamas | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

As the Managing Director of the Bahamas office, you will work with divisional colleagues based across the Group and the Head of Intermediaries, develop and implement strategic plans to achieve growth targets through business development using business contacts, personal network and industry events and other avenues of revenue generation

Your duties will include:

Build and maintain strong, trusted relationships with a broad range of professional intermediaries and industry partners in the Caribbean and the wider Americas.
Promote the Suntera brand and our comprehensive suite of private wealth and family office services to identify and cultivate new business opportunities for our Private Wealth Division
Provide support to divisional heads by leading business development and actively growing market presence through relationships with professional partners
Drive the adoption of the Suntera Group culture and key messages within the region
Manage KPIs for Financial, Growth, Client, Team, and Governance, Risk and Compliance, and set business goals to support these key categories while actively measuring progress.
Extend business development opportunities through wider international exposure and market reach in the Caribbean and the Americas
Build strong, trusted relationships with key clients, identifying new opportunities for upselling and cross-selling, and through excellent leadership, ensure the delivery of high-quality professional services
Liaise with industry peers to identify M&A opportunities and/or support target due diligence exercises within the Caribbean and Americas region
Develop and implement comprehensive annual business strategies and monitor progress against these plans to improve cost efficiency and grow existing and new potential service offerings
Prepare board reports and attend and present at board meetings
Provide leadership and management of day-to-day operations
Ensure premises and operations meet business needs
Liaise with the jurisdiction’s regulators and supervisory bodies, providing support and guidance to compliance functions. Involve yourself in key relationships to support client managers on operational client matters where required
Manage local efficiencies and utilization, ensuring resources are available to support the achievement of budgeted divisional revenues
Escalate problems and issues as they arise to the CEO/COO where appropriate
Create and continuously manage the annual budget to ensure that budget targets are met, revenue flows are maximized, and costs are managed effectively
Foster a team culture and practice of mentorship and collaboration; engage in development conversations, providing regular feedback on team members’ strengths and areas for development
Take responsibility for appraisals and salary/bonus decisions together with divisional heads (where relevant)
Lead and secure a positive culture and work-life balance across the team
Lead and inspire the jurisdiction’s commitment to and delivery of the Group’s global ESG initiatives

What i love about my job

"I am incredibly proud to have been a part of Suntera Global for the past 11 years. Throughout this journey, I’ve had the opportunity to grow both personally and professionally, thanks to the supportive and inspiring environment fostered by the team. The company’s commitment to excellence, innovation, and collaboration has made every day a rewarding experience. I’ve been fortunate to work alongside talented colleagues who are not just co-workers but have become friends and mentors. The challenges we’ve faced together have only strengthened my dedication and loyalty to this company."

Justin Robinson
Senior Compliance Analyst

About you.

Skills and Requirements:

STEP qualification with a strong and demonstrable understanding of trust and corporate administration
Proven experience as a Managing Director or in another senior management-level position within a top-tier trust services business, private wealth group, or other financial services firm
Ability to meet the requirements of the MD/SO1 clearance with the Bahamas regulators
Demonstrable experience in business development
10+ years of experience in a trust or company administration/financial services environment
LatAm market experience would be beneficial
Strong leadership skills and a proven track record in delivering a broad range of professional services
Excellent organizational, communication, and interpersonal skills. (Changed “organisational” to “organizational” for US spelling; keep UK spelling if preferred)
Multi-jurisdictional experience at a senior management level
High level of exposure to UHNWIs and family offices. (Expanded acronym for clarity: Ultra High Net Worth Individuals)
Sound knowledge of legal and regulatory requirements
Proficient in Microsoft Office Suite, NavOne, and other trust-specific applications
Above-average fluency in spoken and written English at a professional level
Working knowledge of Spanish, both spoken and written, is desirable but not a prerequisite

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Apply now

Be Inspired