Private Client Manager & Team Lead, Fiduciary Services

Opera; Guernsey (WY); On-site; USD 90,000 - 120,000; Full time

Job summary

Opera is seeking a Private Client Manager to lead the fiduciary administration team, ensuring high standards in client service and regulatory compliance. The role involves mentoring Administrators, managing workloads, and driving client retention and growth.

The successful candidate will have STEP qualifications or substantial fiduciary experience and will contribute to risk assessments, onboarding initiatives and process improvements within a trusted financial services environment.

Qualifications

• STEP qualification or 5+ years fiduciary administration experience.
• Minimum 3 years in a similar role with supervisory responsibilities.
• Ability to train and mentor administrators and manage workloads.

Responsibilities

• Manage client relationships for retention and development with clients and advisers.
• Provide guidance, technical support and training to administrators; supervise workloads.
• Oversee day-to-day trust administration, records, reviews and reporting.
• Identify new business areas, onboarding needs and introducer relationships.
• Ensure chargeability and profitability within the team and report accordingly.
• Assist with risk assessments, due diligence collection and verification.
• Support procedural changes and ensure compliance with regulations and policies.
• Act as signatory where required and respond to internal audits and annual returns.
• Handle ad hoc projects contributing to efficient operations.

Skills

Client relations

Team leadership

Communication

Problem solving

Education

STEP Qualified

Job description

Opera is seeking a Private Client Manager to lead the fiduciary administration team, ensuring high standards in client service and regulatory compliance. The role involves mentoring Administrators, managing workloads, and driving client retention and growth.

The successful candidate will have STEP qualifications or substantial fiduciary experience and will contribute to risk assessments, onboarding initiatives and process improvements within a trusted financial services environment.