Senior Manager / Associate Director, Private Wealth & Family Office

Jersey
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This Senior Manager / Associate Director role within a Private Wealth & Family Office business offers responsibility for a portfolio of sophisticated, high-value client structures alongside a visible leadership remit. The position combines strong technical expertise with people leadership, acting as a trusted advisor to clients and a steady presence for the team.

Flexible working is genuinely supported. This opportunity suits an experienced fiduciary professional — likely already at Senior Manager level or ready to step up — who enjoys complexity, values quality, and wants their experience to make a real impact.

KEY RESPONSIBILITIES:

  • Managing a diverse portfolio of complex private wealth and family office structures
  • Acting as a primary point of contact for clients, intermediaries and professional advisors
  • Building trusted, long-term relationships while identifying opportunities to broaden services
  • Supporting fee recovery, profitability and budget delivery
  • Participating in new client onboarding, transitions and structural changes
  • Contributing to proposals, pitches and strategic client discussions
  • Collaborating across jurisdictions and service lines to unlock growth opportunities
  • Leading, mentoring and developing Managers, Assistant Managers and Associates
  • Championing strong risk management, AML/CFT compliance and regulatory standards
  • Driving efficiencies through smarter processes, technology and workflow improvements

QUALIFICATIONS AND EXPERIENCE:

  • Significant experience in trust, fiduciary or corporate administration
  • STEP, CGIUKI or equivalent qualification (or nearing completion)
  • Proven experience managing or mentoring high-performing teams
  • Strong technical understanding of fiduciary principles, governance and regulation
  • Confidence managing complex client structures and stakeholder relationships
  • Sound judgement, commercial awareness and a calm approach under pressure

SKILLS AND ATTRIBUTES: 

  • Exceptional leadership and coaching capabilities
  • Sound judgement, commercial awareness and a calm approach under pressure
  • Must be Entitled or Entitled to work in Jersey
Permanent
15 days ago
Job Title
Senior Manager / Associate Director, Private Wealth & Family Office
Reference
752
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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