St Helier, Jersey

Manager - Private Wealth

 Job Description:

We're now looking for an experienced Manager to join the conversation and be part of a growing team.

The ideal candidate will manage and develop a team of administrators in providing expert administration services in order to manage the more complex requirements of client's affairs, working closely with the Associate Director / Director and other members of the team to maintain and grow relationships.

The team operates in a flexible manner, without rigid division of responsibility based on client type or geography. Therefore, this is an exceptional opportunity for individuals eager to embrace a genuinely varied workload. If you are passionate about expanding your professional horizons in a dynamic and supportive environment, we would love for you to be a part of our team.

Key Responsibilities

  • Manage the formation and ongoing administration of a portfolio of clients with more complex requirements, working closely with the Associate Director/Director and other managers in the team
  • Act as a higher authority on day-to-day administration queries and as 4-eyes review, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
  • Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
  • Act as a mentor, supervise and assist in the training and development of staff
  • Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
  • Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping
  • Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager
  • Act as a role model through effective positive leadership behaviours

Skills, Knowledge and Expertise

  • A strong background in administration services with at least 6 years relevant experience
  • Considerable practical experience, supported by a relevant professional qualification such as CGI or STEP
  • Ability to provide sound and commercial advice
  • You'll have a high level of attention to detail, excellent written and verbal communication and be motivated to achieve excellence for the client and team, producing the best results in our changing environment. Excellent written and verbal communication
  • A strong working knowledge of Viewpoint would be advantageous
  Required Skills:

Prevention Compliance Due Diligence Data Integrity Geography Attention To Detail Regulations Administration Business Leadership Training Communication