05 Dec 2023

Senior Manager Private Wealth

Ref 36535

Are you an experienced trust professional? A leading investor services group is seeking a Senior Manager Private Wealth to join their team.

Key responsibilities include:

  • Managing a client administration team ensuring a client service mentality and strong business development culture is fostered
  • Assisting Directors and Fiduciaries with a program of regular client visits and advisor visits
  • Assisting Directors and Fiduciaries with fee reviews
  • Ensuring the team meets its commercial objectives and targets
  • Ensuring staff receive any training that is required 
  • Ensuring all business KPIs for the client portfolio are effectively managed

Ideally, you need a relevant qualification with extensive industry experience. In addition, the ability to motivate and support colleagues is vital along with excellent risk awareness and the ability to work to tight deadlines. If this sounds like a good opportunity, get in touch with one of our team!

Register with us
Working out of Hours
Work Life Balance