Manager, Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial services firm in the United Kingdom is seeking a skilled Manager, Private Wealth to manage client portfolios and lead a supportive team. With at least 6 years of experience in administration services and a relevant professional qualification, you will play a pivotal role in enhancing client relationships and driving service excellence. The ideal candidate will exhibit strong leadership qualities and a keen eye for detail, ensuring compliance and operational efficiency.

Benefits

Professional growth opportunities

Supportive work environment

Qualifications

• At least 6 years of relevant experience in administration services.
• Strong background supported by a professional qualification such as CGI or STEP.
• Ability to provide sound, commercial advice with excellent communication skills.

Responsibilities

• Manage a portfolio of clients with complex requirements.
• Ensure alignment with company policy and deliver quality service.
• Mentor and supervise team members while assisting in their development.
• Identify and recommend process improvements and service innovations.

Skills

Administration services

Commercial advice

Attention to detail

Communication skills

Team mentorship

Education

Professional qualification (CGI or STEP)

Tools

Viewpoint

Job description

Our client is seeking a skilled Manager, Private Wealth, to join their dynamic team. This position offers a full-time contract within an open and progressive work environment that fosters career development. The successful candidate will manage and develop a team of administrators, delivering expert administration services tailored to the complex needs of clients. Collaborating closely with the Associate Director/Director and team members, this role is pivotal in building and maintaining strong client relationships. If you are ready to embrace a varied workload and contribute to a supportive atmosphere, this is the opportunity for you.

Job Duties

• Manage the formation and ongoing administration of a portfolio of clients with complex requirements, collaborating closely with senior management.
• Serve as a higher authority on day-to-day administration queries, ensuring alignment with company policy and professional guidelines while delivering a quality service.
• Maintain an unwavering commitment to data integrity with meticulous attention to detail, maximising systems for efficiency.
• Champion the company ethos through thorough process analysis to enhance alignment and consistency within the team.
• Mentor and supervise team members while assisting in their training and development.
• Identify and recommend process improvements, policy enhancements, and service innovations to elevate the client\'s experience.
• Ensure compliance with all relevant laws, regulations, and internal policies, particularly concerning anti-money laundering and terrorist financing.
• Undertake project work as designated by management, displaying initiative and leadership qualities.

Job Requirements

• A strong background in administration services with at least 6 years of relevant experience.
• Considerable practical experience, ideally supported by a professional qualification such as CGI or STEP.
• Ability to provide sound, commercial advice while exhibiting excellent written and verbal communication skills.
• A high level of attention to detail and motivation to achieve exceptional results for clients and the team.
• Proficient working knowledge of Viewpoint is advantageous.

What You\'ll Love

Our client prides itself on providing legal advice across numerous jurisdictions, emphasising flexibility and professional growth. As a Manager within the Private Wealth sector, you will be a key player in an evolving business that values innovation and excellence in client service. Joining this team means working in a vibrant and supportive environment where your contributions can truly make an impact. The client looks forward to receiving applications and discussing how candidates can contribute to the team.

Interested?

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