Manager – Private Client Service

We have a fantastic opportunity for a Manager to join expanding wealth management business.

Manage a team providing comprehensive Private Client Services for our international client base and undertaking business development / marketing opportunities as required.

Core responsibilities:

• 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 your team, intermediaries, clients and client advisors;
• Identify any training needs for the team and in the absence of a Senior Administrator and / or Assistant Manager, provide day to day training to Administrators and Assistant Administrators to build up their confidence and knowledge of Trust and Corporate services;
• Review the teams billing and monitoring of debt collection;
• Have awareness of the teams financial and personal targets (i.e. billing and personal utilisation targets), making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner;
• Undertake the “Managers” review of Working Papers files for the annual Accounts / Financial Statements for your teams’ clients or where appropriate, delegate this function to an Assistant Manager (subject to appropriate experience / qualification);

More information about this role is available upon request – contact the team today for further details.