Manager - Private Wealth

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment agency in Scotland is seeking an experienced professional to manage a diverse portfolio of private wealth and corporate clients. The role involves mentoring junior staff, ensuring compliance with regulations, and improving service quality. Ideal candidates will have at least 5 years of experience in fiduciary services, supported by a recognized qualification. This position offers a dynamic and supportive work environment.

Qualifications

• At least 5 years' experience in fiduciary or corporate services.
• Strong technical understanding of regulatory and statutory requirements.
• Ability to provide commercially focused advice.

Responsibilities

• Manage a portfolio of client structures with complex requirements.
• Act as final reviewer on administration matters.
• Build strong client relationships and support the Director.

Skills

Fiduciary services experience

Client relationship management

Regulatory compliance knowledge

Detail-oriented

Mentoring and supervising

Education

Recognised qualification such as STEP or ICSA

Tools

Viewpoint

Job description

Choose a Category Choose a Category Accountancy, Audit & Tax Actuarial Banking Commercial/ Non-finance Company Secretarial Compliance / Risk / CDD / KYC Customer Service / Sales E-Gaming Fund Management / Private Equity Health & Safety / Facilities Healthcare / Medical Human Resources / Payroll / Training Information Technology / Software Development Insurance / Captive Insurance Legal Marketing / Advertising / PR Office Administration / Reception Part Time Pensions Secretarial / PA Temporary / Contract Trainee / Junior Trust & Company Administration

Job Ref: LF40553
Leapfrog Jobs

This role offers the chance to manage a diverse portfolio of private wealth and corporate clients, working closely with senior leaders and mentoring junior staff. The successful applicant will be trusted to oversee more complex client matters and play a key role in driving service quality and process efficiency.

Location

Duties for this role include, but are not limited to:

• Managing the formation and ongoing administration of a portfolio of client structures, including those with complex requirements.
• Acting as a final reviewer and authority on day-to-day administration matters.
• Building and maintaining strong client relationships and supporting the Director with client management.
• Promoting best practice through process alignment, system usage, and service consistency.
• Mentoring and supervising staff, contributing to their training and development.
• Supporting innovation in policies, procedures, and service delivery.
• Ensuring compliance with AML/CFT obligations, internal controls and regulatory requirements.
• Maintaining data integrity and a strong focus on accuracy in all aspects of administration.
• Participating in ad hoc projects and supporting strategic initiatives as required.

Skills / Qualifications

The ideal candidate will have at least 5 years' relevant experience within the fiduciary or corporate services sector, supported by a recognised qualification such as STEP or ICSA. A strong technical understanding of regulatory and statutory requirements is essential, along with the ability to provide sound, commercially focused advice. The successful candidate will be detail-oriented, client-focused, and capable of working independently while contributing to a team-based culture. Familiarity with Viewpoint would be beneficial.

For a full job description or further information on this role please call 711188 , or email [e-mail] .

If you wish to apply for this role, please submit your CV via the Apply Now button below.

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