Manager, Private Client Services

Our client is seeking to appoint a Manager to join their Private Clients team. 

The successful candidate will manage a team providing comprehensive Private Client Services to an international client base whilst also supporting business development activities as and when required. 

Requirements:

  • ICSA or STEP qualified (or other relevant / recognized qualification);
  • 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 with the classification thereof
  • High level understanding of Jersey Company and Trust Laws
  • Good awareness of UK taxation for individuals and its impact on offshore structures
  • Solid understanding of CDD and AML

For more information, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Tue, 06 Feb 2024
Closing Date: 
Mon, 06 May 2024
Reference: 
11790

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