Our client is an award-winning provider of private wealth, fund, and corporate administration services. They are seeking a Senior Manager for Private Capital on a full-time basis. This role involves the provision of exceptional service levels and client experiences throughout the entire life cycle of each structure serviced. The successful candidate will be responsible for maintaining and developing strong relationships with clients and advisors, demonstrating technical expertise and responsiveness, which leads to increased client satisfaction and loyalty. The role also requires managing complex documents, coordinating transactions, and proactively maintaining control of structures in light of ongoing regulatory and legal developments. The ideal candidate will need to ensure adherence to company policies while collaborating with other teams to achieve business objectives.
Job Duties:
- Provide exceptional service and client experience across the life cycle of structures serviced.
- Maintain and develop client and advisor relationships, demonstrating market awareness and cultural affinity.
- Engage with service providers and intermediaries to enhance quality of interactions.
- Make fiduciary decisions with a full understanding of structure characteristics and individual needs.
- Execute and record all related activities flawlessly.
- Review complex documents and manage/co-ordinate transactions with excellent technical competency.
- Act as a corporate director/corporate trustee representative as needed.
- Identify and resolve data quality issues, ensuring excellence in client data management.
- Ensure accuracy in time recording and assist in budget control.
- Collaborate with other administration teams for efficient service delivery.
- Represent our client professionally at all times and contribute to strategic discussions.
Job Requirements:
- Experience in managing complex international fiduciary structures.
- Strong numeracy skills and attention to detail.
- Understanding of technical challenges faced by families in particular marketing regions.
- Prior experience with investment holding structures, particularly with illiquid assets and private equity/funds.
- Solid knowledge of local trust and company legislation, regulatory requirements, and industry best practices.
- Good interpersonal and communication skills, and a culture of excellence and continuous improvement.
- Proficient in Microsoft applications and core operating systems.
- A minimum of 7 years relevant experience managing complex structures.
- Appropriate professional qualification (legal, accountancy, STEP/CGI/ACCA).
- Membership in STEP, CGI, ACCA, or equivalent.
What You’ll Love:
This role offers the opportunity to be part of a prestigious firm that values exceptional service and continuous improvement. You will engage with a diverse range of complex client structures in a dynamic environment that encourages professional growth. Working with our client means joining a collaborative team dedicated to high standards of service and client satisfaction. The successful candidate will find an environment that supports personal development while contributing to strategic initiatives in a market-leading organisation.
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