Manager – Private Wealth

  • Full Time
  • Permanent
  • Jersey

AD-JSY-8958

LIVE x2

We have a great new opportunity for a Manager in Private Wealth to join a leading investment services group in Jersey.

 

Key duties will include:

  • Actively contribute to initiatives to improve processes to drive operational excellence
  • Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Senior Manager / Associate Director and more junior staff within the team
  • Liaise closely with Team Members, ensuring any business opportunities are identified and followed up.
  • Foster both a client service mentality and strong business development culture at all levels within the team by representing personally the cultural values of the business and adapting to change impacts in a productive manner, thereby fostering a positive attitude within the team
  • Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio

 

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



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