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- Tasks: Lead a team to deliver exceptional client services and ensure compliance.
- Company: Join a global firm focused on tech-enabled, specialist solutions.
- Benefits: Enjoy hybrid working, competitive perks, and a supportive culture.
- Why this job: Shape the future of the business while growing your skills in a dynamic environment.
- Qualifications: 5+ years in Trust and Company administration; professional qualification required.
- Other info: Opportunity for personal growth and leadership in a collaborative setting.
The predicted salary is between 43200 - 72000 £ per year.
Our client is seeking a Manager in their Private Client division, offering a full-time role with a focus on driving operational excellence, delivering client services, and ensuring compliance with regulatory requirements. The role involves maintaining and growing a portfolio of clients, managing a team, and supporting operational requirements. You will be responsible for delivering high-quality client service while developing business acumen and expanding commercial skills. The role offers the opportunity for personal growth and leadership within a dynamic and supportive environment.
Job Duties:
- Drive operational excellence in the delivery of client services, ensuring service is delivered to client satisfaction within compliance and regulatory requirements.
- Monitor data accuracy and completeness, conducting data reviews as required.
- Develop knowledge of risk management practices and assist with overseeing operational requirements of the Private Client team.
- Maintain and grow a portfolio of clients, building strong relationships and understanding client needs, activities, and transactions.
- Lead communications with clients at all levels, providing knowledgeable and professional service.
- Identify and propose new opportunities to sell services, leveraging growing commercial acumen.
- Manage and motivate a team, ensuring high-calibre work in line with client expectations.
- Track and monitor team performance, delegating tasks appropriately and identifying training needs.
- Review the quality of the team's work, providing feedback and coaching to enable growth and greater independence.
- Participate in recruitment, performance appraisals, and performance management activities.
- Contribute to profitability by overseeing financial management, including fee proposals, resourcing, time recording, invoicing, and cost management.
- Ensure timely billing and cash collection and address fee disputes promptly.
- Contribute to business development efforts by meeting or exceeding targets and supporting strategic initiatives.
Job Requirements:
- A minimum of 5 years' experience in Trust and Company administration.
- Qualified to a professional level or equivalent, such as STEP/CGI.
- Meets the required standard as set by the local regulator.
What You'll Love:
Our client offers a culture of collaboration, growth, and support, ensuring that you have the tools and opportunities to thrive in your role. With a global presence and a commitment to delivering tech-enabled, specialist solutions, you will have the opportunity to shape the future of the business and make a lasting impact. The hybrid working model and competitive benefits package further enhance the flexibility and work-life balance available to you. Join a company that values your expertise, fosters your development, and encourages you to reach your full potential.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
Manager, Private Client x 2 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 Client x 2
✨Tip Number 1
Network with professionals in the Private Client sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights and potentially refer you to opportunities at our company.
✨Tip Number 2
Demonstrate your understanding of operational excellence by researching best practices in client service delivery. Be prepared to discuss how you can implement these strategies during interviews to show your proactive approach.
✨Tip Number 3
Familiarise yourself with the latest regulatory requirements in Trust and Company administration. Being knowledgeable about compliance will set you apart and show that you are serious about maintaining high standards in client service.
✨Tip Number 4
Prepare examples of how you've successfully managed teams and improved performance in previous roles. Highlighting your leadership skills and ability to motivate others will be crucial in demonstrating your fit for this managerial position.
We think you need these skills to ace Manager, Private Client x 2
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Trust and Company administration, particularly focusing on your operational excellence and client service skills. Use specific examples that demonstrate your ability to manage teams and grow client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your qualifications align with the job requirements, especially your experience in compliance and regulatory matters, and your ability to drive business development.
Highlight Leadership Skills: In your application, emphasise your leadership experience. Discuss how you have motivated teams, managed performance, and contributed to training and development. This is crucial for a managerial position.
Showcase Client Relationship Management: Provide examples of how you have successfully maintained and grown client relationships in previous roles. Highlight your communication skills and ability to understand client needs, as this is key to the position.
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of the job description. Familiarise yourself with the key responsibilities such as driving operational excellence and managing client relationships. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Leadership Skills
As a Manager in the Private Client division, you'll need to demonstrate your ability to lead and motivate a team. Prepare examples from your past experiences where you've successfully managed a team, provided feedback, and contributed to their professional growth.
✨Prepare for Compliance Questions
Given the focus on regulatory requirements, be ready to discuss your knowledge of compliance and risk management practices. Think of specific instances where you've ensured compliance in your previous roles and how you handled any challenges.
✨Highlight Your Client Relationship Management
The role involves maintaining and growing a portfolio of clients, so be prepared to talk about your approach to building strong client relationships. Share examples of how you've understood client needs and delivered high-quality service that exceeded their expectations.
