Manager, Private Wealth
Apply for this jobWe 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
