Manager, Private Wealth

 Salary £80,000 - £95,000

Summary of the role

We are looking for a dynamic, experienced Manager who can take charge of exciting clients and structures and lead an enthusiastic team.

Day-to-day, you'll be responsible for your team providing effective and efficient administration of a complex portfolio, dealing with both clients and intermediaries. Additionally, you'll support your Director and help to grow the business.

Bring your knowledge, expertise and professionalism and thrive at VG. As we grow, you grow.

Risk mitigation is part of our DNA. you will maintain specialist and technical knowledge including up to date knowledge of FRS102, IFRS and proactively identify and report risks and concerns in a timely manner to ensure that we uphold the highest possible level of compliance and reputation.

Key responsibilities

• Direct the work and development of the Private Wealth administration team, including in particular:
  
  • Provide technical and managerial support to your team mentoring them in their roles and ensuring that the team functions cohesively and in a client centric way.
  • Encourage staff to develop long term relationships with profitable clients.
  • Work with your Director, using financial and investment awareness to assist developing the most appropriate strategies to meet the needs of clients.
  • Anticipate technical problems when dealing with client issues, ensuring that you think laterally and creatively to find solutions and, where necessary, ensure that you seek expert advice.
  • Identify and communicate improvements that enhance service to clients and/or profitability 
  • Cultivate professional relationships with professional intermediaries, advisers and service providers to enable the possibility of further referrals of business.
  • Review company or trust accounts or other financial reports.

• Manage your team to ensure
  • They carry out their duties (as described in their job description) in an efficient and effective manner i.e. reviewing teams work on a regular basis.
  • Their work is the highest standard.
  • They maintain regular contact with their clients and make occasional visits.
  • They receive the advice and assistance they need to do their job well.
  • You conduct appraisals for your team, publicly recognise good performance and address issues of underperformance.
  • You check and sign off your own Board packs before forwarding them to the Directors.

• Handling high-level client related issues
  • Become an integral part of the work undertaken in connection with new work proposals.
  • Client administration issues should generally be handled by the appropriate administrator within the team and you are not expected to handle such issues on their behalf.

Skills, knowledge and expertise

• The holder of this position should be educated to degree level, ideally in a business related subject
• Be a member of a relevant professional body.
• Minimum 10 years' experience in fiduciary services.
• Comprehensive knowledge of offshore fiduciary services, financial market and finances in general.
• A proven track record in handling complex offshore fiduciary issues and client relationship management.
• An ability to grasp issues at a strategic level and demonstrate the sound application of commercial acumen.
• Previous exposure to marketing and business development initiatives coupled with a willingness to get involved in the development on new markets.
• Strong leadership and interpersonal skills for dealing with staff, intermediaries and clients.
• Excellent organisation, communication & presentation skills.
• Ability to inspire, apply sound judgement and be a motivational leader.
• Knowledge of compliance requirements and the regulatory framework within which VG operates.