Senior / Manager, Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prominent mystery organization is seeking a Manager or Senior Manager to oversee fiduciary clients in Jersey. This key role involves managing complex client portfolios, ensuring excellent service, and leading a dedicated team. The ideal candidate will have extensive experience in fiduciary services and strong leadership skills, along with a commitment to professional development within a collaborative environment.

Qualifications

• Minimum 10 years’ experience in fiduciary services.
• 3-5 years in a management role required.
• Comprehensive knowledge of offshore fiduciary services.

Responsibilities

• Manage relationships with high-value international clients.
• Provide strategic input on trust and company structures.
• Lead and manage a team including recruitment and development.

Skills

Client relationship management

Leadership

Commercial awareness

Strategic thinking

Interpersonal skills

Education

Degree in business-related subject

Membership in relevant professional body

Job description

Overview

Our client is seeking a Manager or Senior Manager to join their private wealth and corporate services team on a permanent, full-time basis. This senior role is based in Jersey and will be responsible for managing a complex portfolio of fiduciary clients, developing long-term relationships, identifying business development opportunities, and overseeing the daily operations of a team. The successful candidate will play a key role in ensuring excellent client service while also contributing to risk management, commercial performance, and staff development.

Job Duties

• Develop and manage relationships with high-value international clients and intermediaries
• Provide strategic input and technical expertise on trust, company and related structures
• Act as a director of managed entities and assume signing authority where appropriate
• Identify and implement process improvements to enhance client service and profitability
• Travel as required to maintain and build relationships with clients and intermediaries
• Keep abreast of market developments, industry trends and regulatory changes
• Actively participate in business development initiatives and presentations
• Ensure compliance with regulatory frameworks, local laws, and internal procedures
• Assist in managing risks, including operational, financial and reputational risks
• Support the preparation of financial reports, including review of accounts and budgets
• Lead and manage a team, including recruitment, performance reviews and development
• Set clear goals, delegate responsibilities and maintain motivation within the team
• Monitor utilisation and financial performance, managing work in progress and debtors
• Foster a collaborative and professional team culture aligned with company values
• Attend training, seminars and maintain ongoing professional development

Job Requirements

• Educated to degree level, ideally in a business-related subject such as law or accountancy
• Member of a relevant professional body (e.g. STEP, ICSA)
• Minimum 10 years’ experience in fiduciary services, including 3-5 years in a management role
• Qualifies as a Category B person under JFSC guidelines
• Comprehensive knowledge of offshore fiduciary services and client relationship management
• Experience handling complex trust and company structures
• Strong commercial awareness with an ability to balance client service and profitability
• Strong leadership, communication and interpersonal skills
• Ability to manage, coach and develop team members effectively
• Proficient in time management, organisation and strategic thinking
• Understanding of compliance frameworks and risk management best practice

What You 0Love

Our client is an independent provider of private wealth, corporate administration and yacht services. They have built a strong reputation for professionalism, integrity, and service excellence. Their culture values openness, respect and collaboration, creating a positive environment where people are encouraged to be heard and thrive. With a strong commitment to employee development, the organisation offers the opportunity to contribute meaningfully, develop professionally and be part of a dynamic and supportive team.

Interested?

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