Manager, Private Client x 2

jobs.jerseyeveningpost.com-job boards; United Kingdom; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company is seeking a Manager for their Private Client division. This full-time role focuses on operational excellence, client services, and compliance. You'll manage a team, grow client portfolios, and contribute to business development in a supportive environment.

Benefits

Hybrid Working Model

Competitive Benefits Package

Qualifications

• Minimum of 5 years' experience in Trust and Company administration.
• Qualified to a professional level or equivalent.

Responsibilities

• Drive operational excellence in client services.
• Maintain and grow a portfolio of clients.
• Manage and motivate a team.

Skills

Client Service

Operational Excellence

Risk Management

Team Management

Business Development

Education

STEP/CGI Qualification

Job description

Our client is seeking a Manager in their Private Client division, offering a full-time role with a focus on driving operational excellence, delivering client services, and ensuring compliance with regulatory requirements. The role involves maintaining and growing a portfolio of clients, managing a team, and supporting operational requirements. You will be responsible for delivering high-quality client service while developing business acumen and expanding commercial skills. The role offers the opportunity for personal growth and leadership within a dynamic and supportive environment.

Job Duties:

• Drive operational excellence in the delivery of client services, ensuring service is delivered to client satisfaction within compliance and regulatory requirements.
• Monitor data accuracy and completeness, conducting data reviews as required.
• Develop knowledge of risk management practices and assist with overseeing operational requirements of the Private Client team.
• Maintain and grow a portfolio of clients, building strong relationships and understanding client needs, activities, and transactions.
• Lead communications with clients at all levels, providing knowledgeable and professional service.
• Identify and propose new opportunities to sell services, leveraging growing commercial acumen.
• Manage and motivate a team, ensuring high-calibre work in line with client expectations.
• Track and monitor team performance, delegating tasks appropriately and identifying training needs.
• Review the quality of the team's work, providing feedback and coaching to enable growth and greater independence.
• Participate in recruitment, performance appraisals, and performance management activities.
• Contribute to profitability by overseeing financial management, including fee proposals, resourcing, time recording, invoicing, and cost management.
• Ensure timely billing and cash collection and address fee disputes promptly.
• Contribute to business development efforts by meeting or exceeding targets and supporting strategic initiatives.

Job Requirements:

• A minimum of 5 years' experience in Trust and Company administration.
• Qualified to a professional level or equivalent, such as STEP/CGI.
• Meets the required standard as set by the local regulator.

What You'll Love:

Our client offers a culture of collaboration, growth, and support, ensuring that you have the tools and opportunities to thrive in your role. With a global presence and a commitment to delivering tech-enabled, specialist solutions, you will have the opportunity to shape the future of the business and make a lasting impact. The hybrid working model and competitive benefits package further enhance the flexibility and work-life balance available to you. Join a company that values your expertise, fosters your development, and encourages you to reach your full potential.

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