Manager, Private Wealth

Jersey
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We are partnering with a leading company to appoint a Manager, Private Wealth into their high-performing team. This is an outstanding opportunity for an experienced professional to step into a leadership role where you will manage complex client portfolios and guide a team of administrators delivering exceptional service.

This hybrid role offers the chance to work closely with senior leadership, play a key part in client relationship development, and contribute to the ongoing success and growth of the business.

KEY RESPONSIBILITIES:

  • Lead, coach, and develop a team of administrators to ensure the delivery of exceptional client service
  • Oversee the administration of complex private wealth structures, ensuring accuracy and compliance
  • Work closely with the Associate Director / Director to manage and grow client relationships
  • Provide technical and commercial advice to clients and team members
  • Review and improve processes to enhance efficiency and maintain best practice standards
  • Support business development by identifying opportunities to strengthen existing relationships and attract new clients

QUALIFICATIONS AND EXPERIENCE:

  • A strong background in administration services
  • 6 years of relevant experience within private wealth, fiduciary, or trust services
  • Considerable practical experience, ideally supported by a professional qualification such as CGI or STEP
  • Proven ability to manage complex client affairs and structures
  • Experience in managing and mentoring a team, fostering professional growth and collaboration
  • Demonstrable understanding of regulatory and governance requirements within the private wealth sector

SKILLS AND ATTRIBUTES:

  • Management skills with a focus on developing others
  • Excellent attention to detail and organisational ability
  • Confident communicator with strong interpersonal skills and a collaborative mindset
  • High level of professionalism, integrity, and discretion
  • Proactive, solutions-focused, and adaptable to change
  • Must be Entitled or Entitled to work in Jersey
Permanent
9 days ago
Job Title
Manager, Private Wealth
Reference
743
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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