Senior Manager, Private Wealth, Guernsey
Location
Guernsey | United Kingdom
Job description
Our client is a funds administration services company seeking to recruit a Senior Manager, Private Wealth.
Overall purpose of the role:
Reporting directly to the Director, the candidate will actively contribute to initiatives to improve processes to drive operational excellence, whilst administering a complex, varied portfolio of clients requiring a more senior level of technical ability, and providing support to the junior staff within their team.
Key responsibilities will include;
• Liaise closely with team members, ensuring any business opportunities are identified and followed up.
• Foster both a client service mentality and strong business development culture at all levels within the team by representing personally the cultural values of the business and adapting to change impacts in a productive manner, thereby fostering a positive attitude within the team.
• Manage a client administration team who have overall responsibility for the administration of a client portfolio.
• Ensure appropriate allocation of clients within the team and ensure clear cover in place in connection with absences.
The successful candidate will have:
• ICSA or STEP Diploma qualified or relevant professional qualification.
• Thorough understanding of the relevant laws relating to ‘Trust Company Business’.
• Thorough understanding of the duties and responsibilities of a Fiduciary business and industry best practice in relation to Trust and Company.
• Extensive relevant industry experience.
• Ability to understand Trust and company legal documents.
• Assist where appropriate any Directors / Fiduciaries with a programme of regular client and advisor visits and attend if required.
For more information, please email:
[email protected] or call: +44 1481 723221. Please visit our website for our latest vacancies.
Job tags
Salary