Manager - Private Wealth

• 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.

• 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.

Your specialist: Debbie Amankwa

Quote job ref: 16037

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.

Submit Your CV