Manager - Private Wealth

  • Job Reference: 7392
  • Date Posted: 18 June 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Postholder will work closely with team to manage a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.  He/she will become expert in technical matters relating to trusts; liaise with associates in co-ordinating company secretarial function for client companies to include board and general meetings, statutory requirements including filings, maintenance of registers and attendances at senior level board meetings; ensure compliance with regulations; communicate with clients and team regularly; manage and develop client relationships, playing a key role in business development; maintain and update client documents; work with team to develop skills using performance management tools, including appraisals, 1-to-1s and coaching; assist with achieving team targets and budgets; record time spent dealing with client matters for invoicing; assist in management of financial affairs  including budgeting, monitoring against performance and review of staff time charging; review aged debt.
Candidate will have strong academic record with a ICSA/ STEP/ ACCA qualification; experience in a similar role; broad understanding of wide range of fiduciary products; strong people management skills; ability to inspire and develop junior staff members; ability to formulate, consider and select the most appropriate solution.|
Five years continuous residence in Jersey required.