Manager, Private Wealth

  • Job Reference: 7663
  • Date Posted: 8 November 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Great role managing portfolio of private wealth clients covering a variety of trust structures for a technical expert with Trust Structures who will work with team and coordinate co sec function to include board and general meetings, statutory requirements including filings, maintenance of registers and attendance at senior level board meetings; ensure strong level of client service which is compliant with risk management policy; manage and develop client relationships and communicate with clients; play key role in business development; maintain client documents; develop team skills using performance management tools, includingappraisals, 1-to-1s and coaching; assist Associate Director to achieve team targets and budgets; record time spent dealing with client matters to ensure clients correctly invoiced; assist in budgeting, monitoring against performance and review of staff time charging; review aged debt and other financial information.
Candidate will have strong academic record with a JFSC professional qualification (ICSA/ STEP/ ACCA); experience in a similar role; strong attention to detail; broad understanding of wide range of fiduciary products; strong people management skills and ability to inspire and develop junior staff members; ability to formulate, consider and select most appropriate solution.
Five years continuous residence in Jersey required.