Manager, Private Wealth at IQEQ

  • Job Reference: 00020114-1
  • Date Posted: 19 May 2023
  • Location: Jersey
  • Salary: On Application

Job Description

Actively contribute to initiatives to improve processes to drive operational excellence
Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Senior Manager / Associate Director and more junior staff within the team. Portfolio should have a revenue return in the region of £2m
Liaise closely with Team Members, ensuring any business opportunities are identified and followed up.
Foster both a client service mentality and strong business development culture at all levels within the team by representing personally the cultural values of the business and adapting to change impacts in a productive manner, thereby fostering a positive attitude within the team
Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio