Manager, Private Wealth - Fiduciary - Jersey

  • Job Reference: 44967
  • Date Posted: 21 June 2022
  • Website: https://www.ap-executive.com/
  • Location: Jersey
  • Salary: On Application
  • Bonus/Benefits: Negotiable
  • Sector: Accounting, Administration, Banking & Financial Services, Call Centre / Customer Service, Sales & Marketing, Corporate Services
  • Job Type: Permanent

Job Description

A globally recognised leader of fiduciary services is seeking to employ a Private Wealth Manager for their Jersey office. The successful applicant will work closely with your team to manage a portfolio of private wealth clients covering a variety of trust structures. The role requires exceptional attention to detail and a technical expert with Trust structures.

The role will include: Ensure client service meets agreed service standards & is compliant with risk management P&P's. Ability to communicate openly & honestly with clients & your team. Business Development. Maintain client records with integrity & the highest level of confidentiality. Be accessible & approachable to your team, encourage development of their skills to include appraisals, 1 to 1's & coaching. Establishment of good relationships with all suppliers, team mates & clients. Assist the Associate Director in ensuring compliance of the team with all internal P&P's, with particular reference to local legislation & internal P&P's.

Assist the Associate Director to achieve team targets & budgets set by the Group. Accurate recording of all time spent with client matters to ensure the clients are correctly invoiced. Pro-actively assist in the management of the financial affairs of the team, to include budgets, monitoring against performance, review of staff time charging & review aged debt.

You will have a strong academic records & hold a JFSC professional qualification such as ICSA/STEP/ACCA, at least 5 years' experience in a private wealth administration & strong people management skills & the ability to inspire & develop junior staff members. Ability to formulate, consider & select the most appropriate solution.

Please note that we can only accept applications from candidates who are either local, or have lived in Jersey continuously for the last 5 years at this time.

For further details please contact Emma Muirhead on +44 1534 753014 or please send your current CV with any other relevant information to emma.muirhead@ap-executive.com

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