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Manager - Private Wealth
- To be advised
- Permanent, Full Time
- Closing in 59 days
- Search and Select Recruitment Agency
Manager - Private Wealth Our client seeks a Manager to join their Private Wealth department to take the lead in managing a talented team, delivering exceptional service, and driving commercial success. What You do: You will lead and manage a Client Administration Team, ensuring smooth onboarding, efficient administration, and an outstanding client experience for a complex portfolio. You will allocate clients effectively, plan for absences, and monitor team performance to meet revenue, efficiency, and cash collection targets. You will provide technical expertise on complex trust and corporate structures, ensuring compliance with all relevant laws and best practice standards. You will spot business opportunities, support fee reviews, and take action to improve profitability. You will build a collaborative, client-focused culture by mentoring your team, driving training, and embedding risk management practices. Key skills and experience: You have a CGI or STEP Diploma (or an equivalent professional qualification) and at least 7 years of relevant industry experience. You have a deep understanding of trust, company, and fiduciary administration, including relevant laws and industry best practice. You are a strong leader who can inspire, mentor, and guide your team through change. You have excellent numeracy, analytical, and problem-solving skills, with strong commercial awareness. You are an excellent communicator with great relationship management skills and solid IT proficiency.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16037
