Manager – Private Clients
Our client is looking for an experienced Manager – Private Clients to lead and oversee a team handling trusts, companies, foundations, and other entities. This role requires strong leadership, client relationship management, and a deep understanding of regulatory and compliance requirements.
Key Responsibilities:
Client and administration management:
- Oversee the administration of a portfolio of private client structures, ensuring compliance with regulatory and legal requirements.
- Support the onboarding of new business, from initial enquiries to presentation at the New Business Committee.
- Monitor regulatory and compliance matters, addressing action points from Compliance Committee meetings.
- Ensure team members follow internal policies and procedures to manage risk exposure effectively.
- Maintain oversight of high-risk matters, escalating issues where necessary.
- Assist team members in managing client relationships and attend client and advisor meetings when required.
- Manage team billing processes and ensure efficient handling of aged debt.
- Keep up-to-date with regulatory and compliance requirements through ongoing professional development.
Team and operational leadership:
- Participate in management meetings, implementing agreed-upon actions.
- Allocate new business and tasks to team members based on skills and experience.
- Lead departmental projects aimed at improving client service and operational efficiency.
- Monitor team KPIs and ensure profitability is maintained.
- Work collaboratively with other trust managers to balance team workflow and address any staffing or client concerns.
People management and development:
- Lead and motivate a team of administrators, fostering a proactive and client-focused culture.
- Oversee recruitment, performance reviews, absence management, and disciplinary matters with HR support.
- Provide mentoring and technical guidance to support team development and succession planning.
- Uphold and represent the company’s brand and values as a role model for the team.
Key competencies:
- Strong leadership and team management skills.
- Excellent client relationship and interpersonal abilities.
- Ability to develop team members and support their career progression.
- Business development skills and a strong network of intermediaries.
- Analytical and problem-solving mindset, with a solutions-driven approach.
- Effective time management and organisational skills.
- Ability to make informed decisions within company policies and procedures.
Qualifications and experience:
- Minimum of 8 years’ experience in trust and company administration or a related field.
- A recognised “Table B” qualification (or equivalent relevant experience).
- Comprehensive knowledge of Company, Trust, and Foundation Administration, including relevant laws and tax considerations.
- Proven experience in a supervisory or management role.
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