Description
Our client is a wealth management and audit and assurance services company seeking to recruit a Manager, Private Client Services.
Overall purpose of the role:
Manage a team providing comprehensive Trust and Company administration services for their international client base and undertaking business development/ marketing opportunities as required.
Key responsibilities will include;
• Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/ completed in a timely manner
• Establish and maintain strong working relationships with the team, intermediaries, clients and client advisors
• Ensure the delivery of superior client service either personally or through team members as appropriate
• Manage operational risks in accordance with the company’s professional standards and regulatory requirements, ensuring a complete understanding and adherence to the businesses risk management policies and procedures
• Service as a “B” class signatory for the Company
The successful candidate will be:
• ICSA or STEP qualified
• Evidence of sufficient Continuous Professional Development (CPD)
• People management skills and at least 10 years’ experience in the fiduciary sector
• Previous management experience
• High level understanding and experience of compliance, risk and the mitigation thereof
• Understanding of CRS/FATCA and experience of with the classification thereof
• High level understanding of Jersey Company and Trust Laws
• Knowledge of Microgen 5Series
For more information, please email: al@blinkrecruitment.gg or call: +44 1481 723221. Please visit our website www.blinkrecruitment.gg for our latest vacancies.
Overall purpose of the role:
Manage a team providing comprehensive Trust and Company administration services for their international client base and undertaking business development/ marketing opportunities as required.
Key responsibilities will include;
• Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/ completed in a timely manner
• Establish and maintain strong working relationships with the team, intermediaries, clients and client advisors
• Ensure the delivery of superior client service either personally or through team members as appropriate
• Manage operational risks in accordance with the company’s professional standards and regulatory requirements, ensuring a complete understanding and adherence to the businesses risk management policies and procedures
• Service as a “B” class signatory for the Company
The successful candidate will be:
• ICSA or STEP qualified
• Evidence of sufficient Continuous Professional Development (CPD)
• People management skills and at least 10 years’ experience in the fiduciary sector
• Previous management experience
• High level understanding and experience of compliance, risk and the mitigation thereof
• Understanding of CRS/FATCA and experience of with the classification thereof
• High level understanding of Jersey Company and Trust Laws
• Knowledge of Microgen 5Series
For more information, please email: al@blinkrecruitment.gg or call: +44 1481 723221. Please visit our website www.blinkrecruitment.gg for our latest vacancies.