Manager Private Clients (740) Permanent

Manage a team providing comprehensive Private Client Services for our international client base and undertaking business development / marketing opportunities as required.

• Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken / completed in a timely manner.
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
• Identify any training needs for the team and in the absence of a Senior Administrator and / or Assistant Manager, provide day to day training to Administrators and Assistant Administrators to build up their confidence and knowledge of Trust and Corporate services.
• Review the teams billing and monitoring of debt collection.
• Have awareness of the teams financial and personal targets (i.e. billing and personal utilisation targets), making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner.
• Undertake the “Managers” review of Working Papers files for the annual Accounts / Financial Statements for your teams’ clients or where appropriate, delegate this function to an Assistant Manager (subject to appropriate experience / qualification).
• Review all outgoing correspondence and Board / Trustee minutes prepared by the team to ensure accuracy and content are appropriate (any exceptions to this requires approval from Head of Function).

• CGI/STEP Diploma or equivalent completed; Studying to obtain CGI/STEP Professional or equivalent if not already achieved (JFSC Minimum is Hold Table 5 qualification plus a minimum of 5 years’ relevant experience); or
• Qualified Accountant (by qualification through the Professional body); or
• Qualification relevant to function; and
• Evidence of Continuous Professional Development; and
• Management Training undertaken; and
• People Management skills and experience