Senior Manager

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

Overview

Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a varied, fast‑paced and energetic portfolio of clients. Your team You'll be working in the Private Client & Family Office team in Jersey. As a Manager you will play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. We have a great team and a growing business but need your help to keep the momentum.

Responsibilities

• Have ownership and responsibility for a team of people who administer a portfolio of trusts, foundations and companies.
• Mentor and train your team, ensuring a four‑eye principle is applied.
• Ensure continual personal & team improvement in technical & commercial awareness.
• Act as a channel of communication for upward and downward feedback.
• Build relationships with your team, intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact.
• Identify cross‑sell opportunities and services from across the Apex Single Source Solution to our clients.
• Effectively manage working capital requirements of the business, including WIP management, recoverability, billing, prompt fee collection, and staff productivity & utilisation.
• Develop excellent client relationships fostering client retention and referrals leading to new business.
• Meet business targets as established within the risk framework.
• Maintain awareness of risks involved in administration activity and clearly understand risks involved in activities carried out and with respect to the team’s client portfolio.
• Assist with the client acceptance process, including involvement at a client enquiry stage and discussion with colleagues on client acceptance considerations.
• Monitor and ensure the team complies with the Company’s Policies and Procedures.
• Ensure relevant KPIs are monitored and met on a regular basis.
• Maintain data integrity.
• Proactively identify existing and emerging risks in client portfolio.
• Work with the Client Director to build strong & lasting relationships with clients & intermediaries within the portfolio through demonstration of competence, efficiency and knowledge.
• Create, monitor and maintain effective communication links with clients.
• Manage, meet or exceed client expectations.
• Demonstrate understanding of clients’ needs and issues.
• Actively encourage maintenance of high client service standards from the team and monitor output to ensure consistent quality.

Skills & Knowledge Required

• Hold a professional qualification recognised by the JFSC.
• Have excellent knowledge and understanding of offshore trust and company administration gained through previous experience in similar organisations.
• Proven knowledge of appropriate Jersey legislation and regulation with the ability to demonstrate compliance, risk and audit awareness.
• Identify and analyse issues, develop solutions, motivate the team, initiate and manage change.
• Present ideas in a user‑friendly, business‑friendly and technical manner.
• Prioritise and execute tasks effectively in a fast‑paced, high‑energy environment.
• Have experience managing and/or assisting in the management of a team.
• Delegate, coach and mentor members of the team.
• Act as a role model for other team members and others within the business.
• Communicate at all levels.
• Strong organisational skills.

Desirables

• Business development experience.
• Broad knowledge of other fiduciary services.
• Strong negotiating skills.

What You Will Get in Return

A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross‑jurisdiction and to working with senior management directly.

Disclaimer

Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard‑working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry‑changing realities. For our business, for clients, and for you.

Our Role

We are seeking a Senior Manager to join our Private