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- Tasks: Lead client consultancy on family succession, governance, and luxury assets while managing a dedicated team.
- Company: Join JTC, a global leader in private client services, known for its diverse solutions and expert teams.
- Benefits: Enjoy opportunities for professional growth, flexible working, and a supportive team culture.
- Why this job: Make a real impact by helping families manage their wealth and legacy in a dynamic environment.
- Qualifications: Minimum four years' experience in a similar role with strong communication and relationship management skills.
- Other info: Ideal for those seeking to advance their career in a reputable firm with a focus on personal development.
The predicted salary is between 43200 - 72000 £ per year.
This role sits within JTC’s Private Client Service Division,which provides a comprehensive range of solutions to a diverse global clientbase through specialist regional teams.
To provide JTC’score Private Office offerings (namely, consultancy services in connection withfamily succession and governance, next generation education, luxury assets andrelocation) to existing and new clients of JTC under the supervision of the SeniorDirector and Global Head of Private Office.
The core privateoffice offerings may be expanded in time and/or change and, if so, the roleholder will be required to assist with such revised/enlarged offerings.
MAIN RESPONSIBILITIES AND DUTIES
- Provide technically sound proposals to clients and engagement letters and ensure consistent engagement with PCS Marketing team to ensure brand consistency.
- Provide a highly responsive service to clients
- Prepare instructions for legal and tax counsel.
- Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
- Understand and navigate trust and corporate structures.
- Identify succession needs for families, including for powerholders within structures holding the family wealth and board members and shareholders of family businesses.
- Identify governance needs for a family (personally and for any family-owned businesses).
- Coordinate a team of advisers to fulfil a client brief.
- Lead calls with clients and/or intermediaries.
- Prepare family charters to be reviewed by Senior Private Office leadership.
- Oversee a client book.
- Work to timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
- Manage own billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner, so as to minimise write-offs.
- Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met.
- Maintain accurate and up to date records of clients, ensuring all statutory obligations are complied with.
- Management and training of members of the team, conducting appraisals and performance management reviews including oversight of UK Private Office coordinator.
- Check, delegate and monitor work of team members.
- Promote the range of services JTC Group can provide to existing clients and identify new business opportunities.
- Maintain accurate and up to date records of clients on the systems.
- Deputise in the absence of other senior members of JTC’s UK Private Office.
- Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
- Adhere to CPD requirements in accordance with qualification level and in-house procedures.
- Awareness and adherence to JTC Group’s policies, procedures and guidelines.
- Awareness and adherence to JTC Group’s core values and expected behaviours.
- Any other duties as deemed necessary by Management.
ESSENTIAL REQUIREMENTS
- Candidates will hold a minimum of four years’ experience in a similar role. Understanding of fiduciary structuring and responsibilities is a must.
- A good understanding of risk awareness, relationship management, contractual and statutory regulations.
- Competence in written and verbal communication with a high level of accuracy.
- A relevant professional qualification, preferably STEP or ICSA.
- Confident and competent ability to engage with multiple stakeholders liaising with both clients and intermediaries at all levels.
- Fully conversant with Microsoft packages, experience with viewpoint preferable, salesforce, panda doc would be an advantage.
- Ability to prioritise and multitask and demonstrate resilience under pressure.
- Strong team ethics and high levels of confidentiality.
Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.
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Senior Manager – Private Office employer: JTC Group
Contact Detail:
JTC Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager – Private Office
✨Tip Number 1
Network with professionals in the private client services sector. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with JTC’s core values and recent developments in their Private Office offerings. Understanding their approach to family succession and governance will allow you to tailor your conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to manage client relationships and lead teams effectively. Highlight instances where you successfully navigated complex fiduciary structures or improved client satisfaction.
✨Tip Number 4
Stay updated on regulatory changes and best practices in the private client services field. Being knowledgeable about current trends and compliance requirements will position you as a well-informed candidate who can add value to JTC’s team.
We think you need these skills to ace Senior Manager – Private Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client services, fiduciary structuring, and relationship management. Use specific examples that demonstrate your ability to manage client needs and lead teams.
Craft a Compelling Cover Letter: In your cover letter, express your understanding of JTC’s core offerings and how your background aligns with their needs. Mention your experience in consultancy services, governance, and succession planning to show you’re a perfect fit.
Showcase Your Communication Skills: Since the role requires strong written and verbal communication, ensure your application is free from errors and clearly articulates your thoughts. Consider including examples of how you've effectively communicated with clients and stakeholders in the past.
Highlight Relevant Qualifications: If you hold any professional qualifications like STEP or ICSA, make sure to mention them prominently in your application. This will demonstrate your commitment to the field and enhance your credibility as a candidate.
How to prepare for a job interview at JTC Group
✨Showcase Your Expertise
Make sure to highlight your experience in fiduciary structuring and responsibilities. Be prepared to discuss specific examples of how you've successfully managed client relationships and navigated complex legal and tax advice.
✨Demonstrate Strong Communication Skills
Since this role involves liaising with multiple stakeholders, practice articulating your thoughts clearly and confidently. Use examples from your past roles to illustrate your ability to communicate effectively with clients and team members.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle pressure. Think of scenarios where you had to prioritise tasks or manage a challenging client situation, and be ready to explain your approach and the outcomes.
✨Understand JTC's Core Values
Familiarise yourself with JTC Group’s policies, procedures, and core values. During the interview, demonstrate how your personal values align with theirs, and express your commitment to upholding these standards in your work.
