Senior Manager, Private Wealth

Jersey
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Join a highly regarded firm where your leadership and technical expertise in private wealth management will be genuinely valued. We’re looking for an experienced Senior Manager to lead a portfolio of complex private wealth structures and contribute to the continued growth and stability of the business.

This role is suited to a driven, detail-oriented professional with strong fiduciary expertise and a deep understanding of the regulatory landscape in Jersey. It offers a flexible hybrid working model, with just two days a week required in the office—supporting a strong work-life balance while delivering at a high level.

KEY RESPONSIBILITIES:

  • Lead and manage a portfolio of private wealth clients, ensuring exceptional service delivery and adherence to regulatory standards
  • Provide technical guidance and mentorship to team members, supporting development and performance
  • Act as a key point of contact for clients and intermediaries, building long-term trusted relationships
  • Oversee risk management and ensure all fiduciary obligations are met
  • Contribute to strategic projects, efficiency improvements, and business development initiatives

QUALIFICATIONS AND EXPERIENCE:

  • CGI, STEP, or equivalent professional qualification
  • Minimum of 7 years' experience in the fiduciary/private wealth industry
  • Strong working knowledge of Jersey Trust Company Business laws and regulatory requirements
  • Proven ability to manage complex structures and high-net-worth client relationships
  • Proficient in industry-standard systems and strong IT capability

SKILLS AND ATTRIBUTES:

  • Leadership mindset with excellent interpersonal and client-handling skills
  • High attention to detail with sound judgment and commercial awareness
  • Able to work autonomously while contributing to broader team goals
  • Must be Entitled or Entitled to work in Jersey
Permanent
16 days ago
Job Title
Senior Manager, Private Wealth
Reference
638
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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