Private Client Manager

The Private Client Manager is tasked with overseeing the administration team while providing essential technical support and training to administrators. This role involves managing client relationships to ensure retention and development through effective communication and collaboration with clients and advisors. The Private Client Manager will be responsible for essential management duties, including guiding team members, reviewing workloads, and providing performance feedback to foster an efficient working environment. Daily responsibilities include overseeing trust and company administration, maintaining accurate client and entity database records, and ensuring compliance with regulatory requirements and the organisation’s policies. In addition, identifying new business opportunities, including products or services, and nurturing introducer relationships is a critical part of the role. The position also encompasses risk assessments, procedural assistance, and engagement in various ad hoc projects that contribute to the effectiveness of client servicing. This full-time position reports directly to the Client Services Director.

Job Duties:

• Manage client relationships for retention and development, liaising with clients and advisors.
• Oversee administration team, providing guidance, technical support, and training to administrators.
• Manage team members’ workloads and priorities, including performance reviews and feedback.
• Handle day-to-day trust and company administration, including client and entity database records.
• Identify potential new areas of business and onboard new opportunities.
• Ensure chargeability and profitability within the team.
• Assist with risk assessments and verification of client due diligence.
• Provide procedural assistance and implement changes as necessary.
• Ensure compliance with relevant regulatory requirements and organisational policies.
• Complete annual returns where required and manage internal audit queries.
• Engage in ad hoc projects contributing to efficient client servicing.

Job Requirements:

• A self-starter with the ability to work independently and accurately under pressure.
• Excellent communication, teamwork, and interpersonal skills to develop strong relationships.
• Strong computer literacy and problem-solving skills are essential.
• Practical experience in, or demonstrable knowledge of, the financial services industry.
• STEP Qualified and/or a minimum of 5 years’ relevant experience in fiduciary administration.
• Management training or at least 3 years of experience in a similar role.

What You’ll Love:

This role offers the opportunity to play a key part in maintaining and enhancing the organisation's reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

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