Manager – Private Clients

We are delighted to present a unique opportunity for an experienced individual seeking a fulfilling and dynamic role as the Manager of Private Clients within the Fund sector.

Responsibilities:

• • Taking management responsibility for administration across various entities such as trusts and companies.
  • Fostering new business from initial enquiry through to committee approval stages.
  • Navigating regulatory frameworks and ensuring compliance throughout team operations.
  • Risk assessment and monitoring with proactive escalation when necessary.

Professional Qualifications and Minimum Relevant Experience:

• A minimum of 8 years trust and company administration/relevant experience;
  Should hold a “Table B” qualification (or sufficient equivalent relevant experience);
• A comprehensive understanding and technical knowledge of Company, Trust and Foundation Administration and relevant laws in addition to the potential tax implications of various structures; and
• Have proven supervisory/management experience

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