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Private Client Services Manager

Job Ref: LF 27884
Leapfrog Jobs

In this role, you will lead a team delivering comprehensive Private Client Services to international clientele whilst actively pursuing business development and marketing opportunities.

Location

Guernsey, Channel Islands

Responsibilities

Duties will include, but are not limited to;
Ensuring the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken / completed.
Establishing and maintaining strong working relationships with the team, intermediaries, clients and client advisors.
Identifying 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.
Reviewing the teams billing and monitoring of debt collection.

Skills / Qualifications

The ideal candidate will hold ICSA or STEP qualifications (or another recognised qualification), demonstrate strong people management skills, and possess at least 10 years of experience in the fiduciary sector. Additionally, they should be able to provide evidence of sufficient Continuous Professional Development (CPD).

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.

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