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Senior Manager, Client Handling

Ref: 33382

Our client is seeking a full-time, permanent Senior Manager to join their Family Office Services team. Reporting to the Client Director, this senior leadership role is responsible for overseeing a client administration team and managing the delivery of a first-class service to a portfolio of complex, high-net-worth clients. You will promote a strong service culture, contribute to business development, and ensure high performance and engagement across your team.

Job Duties:

  • Oversee the operational and financial performance of the client administration team
  • Deliver high-quality administration services to a complex client portfolio
  • Develop and maintain strong client relationships to ensure retention and satisfaction
  • Provide technical leadership and act as a point of escalation for client-specific matters
  • Ensure compliance with corporate governance, AML, and regulatory requirements
  • Maintain current knowledge of industry trends and provide practical advice to clients
  • Lead by example and embed company values across the team
  • Recognise strong performance, provide feedback, and manage underperformance
  • Identify and nurture talent, promoting a culture of continuous learning and knowledge sharing
  • Provide clear responsibilities and appropriate training for all team members
  • Communicate effectively with clients, intermediaries, and colleagues
  • Manage team resourcing and allocation of client entities and workload
  • Ensure appropriate standards of service delivery and identify opportunities for improvement
  • Travel to meet clients and intermediaries as required
  • Monitor and escalate risk issues and ensure compliance with policies and procedures
  • Act as an authorised ‘A’ signatory and deputise for the Client Director when required
  • Manage a portfolio of clients where senior-level oversight is required
  • Support the development of new business activities and follow up on opportunities
  • Manage financial aspects of the team, including budgeting and performance targets

Job Requirements:

  • Hold a JFSC “Table 4” qualification
  • At least 8 years’ relevant industry experience, including significant team leadership experience
  • Strong understanding of the local finance industry, legislation, and regulatory environment
  • Excellent understanding of client financial statements
  • Proven experience in managing high-performing teams
  • Working knowledge of Microsoft Office
  • Maintain a minimum of 25 hours CPD annually
  • Strong commitment to delivering exceptional client service
  • Effective communicator with strong presentation skills
  • Ability to manage competing deadlines and make sound decisions
  • Engaging leadership style with the ability to motivate and develop others
  • Commercially aware with strategic business development capabilities
  • Strong relationship-building skills and professional credibility
  • Proactive, organised, and disciplined approach to work

What You’ll Love:

This is a fantastic opportunity to lead within a highly respected and award-winning family office services provider that values agility, integrity, and professionalism. You will have the autonomy to shape a high-performing team and deliver exceptional service to a global client base. Our client offers a competitive benefits package, a strong commitment to professional development, and a supportive, collaborative environment.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here