Private Client Services Lead

Apex Group Ltd.; City of Westminster; On-site; GBP 70,000 - 90,000; Full time

Job summary

A prominent global financial services firm is seeking a Senior Manager for its Private Client & Family Office team. In this role, you will oversee a team responsible for administering a portfolio of trusts and companies, ensuring high standards of client service and compliance. The ideal candidate should possess a professional qualification recognized by the JFSC and have extensive knowledge of offshore administration, Jersey legislation, and strong leadership skills.

Benefits

Unique opportunity in a global business

Exposure to senior management

Support to develop skills and career

Qualifications

• Hold a professional qualification recognized by the JFSC.
• Excellent knowledge of offshore trust and company administration.
• Proven knowledge of Jersey legislation and compliance.

Responsibilities

• Have ownership of a team administering trusts and companies.
• Ensure continual improvement in technical and commercial awareness.
• Build relationships with clients and intermediaries.

Skills

Team management

Client relationship building

Offshore trust and company administration

Risk awareness

Excellent communication

Education

Professional qualification recognized by the JFSC

Job description

A prominent global financial services firm is seeking a Senior Manager for its Private Client & Family Office team. In this role, you will oversee a team responsible for administering a portfolio of trusts and companies, ensuring high standards of client service and compliance. The ideal candidate should possess a professional qualification recognized by the JFSC and have extensive knowledge of offshore administration, Jersey legislation, and strong leadership skills.