Manager (Private Client)
- Job Reference: 1626
- Date Posted: 5 September 2024
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Job Type: Permanent
- Work Hours: Full Time
Job Description
The successful candidate will be responsible for the effective and efficient administration of a more complex portfolio of clients, dealing with clients and intermediaries on a daily basis. In addition to this, provide support to the Director in providing assistance during periods of absence.
The candidate will direct the work and development of the Private Wealth administration team, including in particular:
- Provide technical and managerial support to the team mentoring them in their roles and ensuring that the team functions cohesively and in a client centric way.
- Encourage staff to develop long term relationships with profitable clients.
- Working with the Director, using using financial and investment awareness to assist in developing the most appropriate strategies to meet the needs of clients.