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- Tasks: Manage client relationships and ensure top-notch service delivery for high-net-worth individuals.
- Company: Award-winning provider of private wealth and corporate administration services.
- Benefits: Dynamic work environment, professional development, and collaboration with dedicated professionals.
- Why this job: Make a real impact on clients' financial well-being while growing your career.
- Qualifications: 5-10 years experience with high-net-worth families and strong fiduciary management skills.
- Other info: Opportunity to mentor junior colleagues and contribute to group projects.
The predicted salary is between 43200 - 72000 £ per year.
Our client is an award-winning provider of private wealth, fund, and corporate administration services. This is a managerial role aimed at ensuring the highest standards of client service delivery. The position involves working closely with Client Directors, focusing on proactive entity management and maintenance from the late onboarding stage through the full structure life cycle. The successful candidate will ensure that all data and records are accurate, up to date, and in compliance with documented requirements, policies, and procedures. Communication with clients and third parties is paramount, requiring excellence in both verbal and written formats, demonstrating technical awareness and cultural sensitivity. The role also includes preparation for fiduciary decisions, liaising with third-party service providers, and supporting a collaborative environment. This position may involve occasional business travel depending on workload requirements.
Responsibilities
- Work closely with Client Directors on proactive entity management and maintenance.
- Ensure data and records are up to date, accurate, and in line with requirements.
- Deliver all client work and contact in alignment with the client's vision and values.
- Maintain excellent communication with clients and third parties.
- Support effective fiduciary decision-making through thorough case preparation.
- Liaise with third-party service providers to build strong relationships.
- Ensure accurate time recording to meet utilisation and profitability targets.
- Undertake appropriate reviews and workflows, addressing identified issues timely.
- See risk review actions through to resolution, ensuring compliance with regulatory filings.
- Mentor and share knowledge with junior Client Management and Administration colleagues.
Qualifications
- Ability to act independently while knowing when to seek guidance.
- Promote positive collaboration with all Private Wealth colleagues and stakeholders.
- Maintain compliance with internal policies and regulatory/legal requirements.
- Identify cross-sell opportunities and liaise with Client Directors.
- Share knowledge of client structures with nominated alternates.
- Act as a fully effective nominated alternate for others as necessary.
- Maintain technical awareness and stay informed about market developments.
- Contribute effectively to group projects as required.
- Hold the position of authorised client signatory as per approved limits.
- Maintain Continuous Professional Development (CPD) and technical awareness.
- 5-10 years experience servicing high-net-worth international families.
- Strong understanding of issues facing high-net-worth families and their structures.
- Proven ability in managing complex international fiduciary structures.
- Understanding of local trust and company legislation and regulatory requirements.
- Good knowledge of investments, property, and other asset classes.
- Proficiency in working with NavOne and core MS Office applications.
- STEP, ICSA, Accountancy, or Legal qualification preferred.
What You’ll Love
Our client offers a dynamic work environment where collaboration and expertise drive success. You will have the opportunity to work with high-net-worth individuals, providing tailored services that have a tangible impact on their financial well-being. The position allows for professional development alongside a team of dedicated professionals committed to high standards of service. Joining this esteemed company means being part of an award-winning organisation recognised for excellence in private wealth management.
Interested
Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
Manager, Private Capital employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager, Private Capital
✨Tip Number 1
Network like a pro! Reach out to your connections in the private capital space and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you communicate effectively and show that you’re a great fit for their team.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent verbal and written communication, consider doing mock interviews or writing practice emails to refine your style and ensure you come across as confident and professional.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of our resources and expertise.
We think you need these skills to ace Manager, Private Capital
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Manager, Private Capital role. Highlight your experience in managing complex international fiduciary structures and your understanding of high-net-worth families.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain how your values align with the company's vision. Don’t forget to mention your technical awareness and cultural sensitivity.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to deliver excellent client service and manage proactive entity maintenance. Numbers and examples can really make your application stand out!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Client Management Inside Out
Make sure you understand the nuances of client management and entity maintenance. Brush up on your knowledge of high-net-worth families and their structures, as well as any relevant legislation. This will help you demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
Since communication is key in this role, prepare to discuss examples where you've effectively communicated with clients and third parties. Think about how you can convey complex information clearly and concisely, both verbally and in writing.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and ability to make fiduciary decisions. Prepare by thinking through potential scenarios you might face in the role and how you would handle them, showcasing your technical awareness and cultural sensitivity.
✨Highlight Your Collaborative Spirit
This position requires working closely with Client Directors and other stakeholders. Be prepared to share examples of how you've successfully collaborated in previous roles, and express your enthusiasm for mentoring junior colleagues and contributing to a positive team environment.
