Senior Manager, Private Wealth
Apply for this jobJoin 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