Manager, Private Wealth - Fiduciary - Jersey

  • Job Reference: 44967
  • Date Posted: 21 June 2022
  • Website:
  • 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

AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at