Private Clients Manager

A world-leading, administration services company is seeking a Temporary Private Client Manager to take on the closing of various portfolios of fiduciary structures; in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licenses.

Key Responsibilities:

• Managing the exiting of a number of complex fiduciary structures.
• Developing and implementing a communication and reporting plan that ensures regular and appropriate details are provided to your Leader.
• Ensuring that all client entity files are up to date.
• Leading projects as requested by the business and ensuring these were completed accurately. 

For this role, you will need relevant experience in regulated finance or professional services, a solid understanding of the business and markets applicable to the business, and also a professional qualification such as STEP, ICSA, or qualified by experience. If you would like to find out more, then submit your CV over our website today!