Senior Manager, Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 100,000; Full time

Job description

Our client is seeking a Senior Manager to lead a client administration team within their Private Wealth department on a full-time, permanent basis. This role will involve overseeing a complex and high-value portfolio, supporting junior staff, and ensuring commercial objectives are met. Occasional travel to client sites or other office locations may be required.

Job Duties:

• Administer a diverse portfolio of clients with a revenue return in the region of £2.5m
• Provide technical guidance and support to junior team members and senior management
• Identify and follow up on business opportunities through effective liaison with team members and intermediaries
• Foster a client service mentality and business development culture across the team
• Manage and develop direct reports through regular performance discussions
• Oversee allocation of clients and ensure adequate cover for absences
• Ensure seamless onboarding of new clients and support smooth transition processes
• Participate in client and advisor visits as required
• Support fee reviews and work in progress recovery in collaboration with senior staff
• Drive profitability by managing P&L targets, billable utilisation, and debtor day reduction
• Conduct ongoing reviews of uncommercial fee arrangements and develop action plans
• Embed robust risk management practices and ensure compliance with policies and regulations
• Identify training needs and escalate wider trends to senior leadership
• Ensure all key performance indicators (KPIs) are met across the client portfolio
• Participate in recruitment and contribute to hiring decisions
• Represent the team in cross-departmental meetings and project initiatives
• Provide oversight of client administration, service quality, and profitability
• Offer technical input for complex transactions and client matters
• Build and maintain strong intermediary relationships to drive growth
• Assess impact of changes in local and international regulation on service delivery

Job Requirements:

• ICSA or STEP qualified or hold a relevant professional qualification
• Minimum of 10 years' relevant industry experience
• Excellent knowledge of trust company business laws and fiduciary duties
• Deep understanding of best practice in trust and company administration
• Strong understanding of trust and corporate legal documentation
• Competent knowledge of taxation and its impact on structures
• Awareness of trust company laws in other jurisdictions
• High attention to detail and strong analytical abilities
• Excellent numeracy and IT proficiency
• Strong decision-making and resource management capabilities
• Effective communicator with strong influencing and relationship skills
• Demonstrates commercial awareness and contributes to team workflow
• Motivated, resilient, and able to manage tight deadlines
• Embraces change and supports others through transition
• Commitment to self-development and team learning
• Demonstrates integrity, equality, and diversity in all aspects of work

What You'll Love:

This is an exceptional opportunity to take ownership of a senior leadership position in a well-established and forward-thinking private wealth department. You will join an organisation that values authenticity, collaboration, and bold thinking, where you are encouraged to develop both technically and professionally. With high-calibre clients, complex work, and a culture of support and development, you'll find this role both challenging and rewarding.

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