At a Glance
- Tasks: Manage private wealth relationships and ensure top-notch service delivery.
- Company: Praxis Group, a leading firm in fiduciary services based in St Helier.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to grow your career while supporting junior team members.
- Why this job: Join a dynamic team and make a real impact on client relationships.
- Qualifications: Strong knowledge of fiduciary services and excellent communication skills.
The predicted salary is between 60000 - 80000 £ per year.
Praxis Group in St Helier is seeking a skilled professional to manage a portfolio of private wealth relationships.
The role involves ensuring efficient service delivery and supporting junior team members in their responsibilities.
Candidates should possess comprehensive knowledge of fiduciary services and excellent communication skills, with the ability to manage complex client relationships, whilst also contributing to the growth of the client base through active engagement.
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We think you need these skills to ace Private Wealth Trust Operations Lead
Fiduciary Services Knowledge
Communication Skills
Client Relationship Management
Team Leadership
Service Delivery Management
Portfolio Management
Engagement Strategies
