Manager – Private Wealth

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

Key duties will include:

• 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. Portfolio should have a revenue return in the region of £2m
• 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
• Assist where appropriate any CSD’s / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in our Business Plan

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