Manager - Private Wealth

Our Client has an opening for a Manager within their Private Wealth team

In this role you will be responsible for the effective and efficient administration of a more complex portfolio of clients, dealing with clients & intermediaries on a daily basis.  In addition to this, you will provide support to your Director in providing assistance during periods of absence.

Responsibilities:

  • Provide technical and managerial support to your team mentoring them in their roles and ensuring that the team functions cohesively and in a client centric way;
  • Encourage staff to develop long term relationships with profitable clients;
  • Working with your Director, using financial and investment awareness to assist in developing the most appropriate strategies to meet the needs of clients;
  • Anticipate technical problems when dealing with client issues, ensuring that you think laterally and creatively to find solutions and, where necessary, ensure that you seek expert advice;
  • Cultivate professional relationships with professional intermediaries, advisers and service providers to enable the possibility of further referrals of business;
  • Review company or trust accounts or other financial reports.

Requirements:

You will be educated to degree level, ideally in a business related subject and be a member of a relevant professional body. You will also have a minimum of 10 years’ experience in fiduciary services.

You will also:

  • have a comprehensive knowledge of offshore fiduciary services, financial market and finances in general;
  • have a proven track record in handling complex offshore fiduciary issues and client relationship management;
  • have an ability to grasp issues at a strategic level and demonstrate the sound application of commercial acumen.

For more information on this role please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Fri, 08 Dec 2023
Closing Date: 
Thu, 07 Mar 2024
Reference: 
11689

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