Private Client Services


Private Client Services

Job type:



Job Description

Job title: Manager
Department: Private Client Services
Reporting to: Managing Director
Job Level: 5
Role purpose: Manage a team providing comprehensive Private Client Services for our international client base and undertaking business development / marketing opportunities as required.
Core responsibilities:
  • Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken / completed in a timely manner;
  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
  • Identify any training needs for the team and in the absence of a Senior Administrator and / or Assistant Manager, provide day to day training to Administrators and Assistant Administrators to build up their confidence and knowledge of Trust and Corporate services;
  • Review the teams billing and monitoring of debt collection;
  • Have awareness of the teams financial and personal targets (i.e. billing and personal utilisation targets), making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner;
  • Undertake the “Managers” review of Working Papers files for the annual Accounts / Financial Statements for your teams’ clients or where appropriate, delegate this function to an Assistant Manager (subject to appropriate experience / qualification);
  • Review all outgoing correspondence and Board / Trustee minutes prepared by the team to ensure accuracy and content are appropriate (any exceptions to this requires approval from Head of Function);
  • Undertake the team’s periodic appraisals and ensure the team use and complete the appropriate appraisal forms;
  • Ensure any client review points which are identified by the Client Review Manager are cleared / resolved by the team in a timely manner and that statutory records on 5Series remain accurate and up to date;
  • Serve as an “B” class Signatory on the Firm’s authorised signing mandate;
  • Provide general assistance to the Directors in connection with the preparation of relevant financial information / reports as and when required.
Technical / Professional / Qualification Requirements:
  • ICSA or STEP qualified (or other relevant / recognized qualification);
  • Evidence of sufficient Continuous Professional Development (CPD);
  • People management skills and at least 10 years’ experience in the fiduciary sector;
  • Previous management experience;
  • High level understanding and experience of compliance, risk and the mitigation thereof;
  • Understanding of CRS/FATCA and experience with the classification thereof;
  • High level understanding of Guernsey Company and Trust Laws;
  • Good awareness of UK taxation for individuals and its impact on offshore structures;
  • High level awareness of current Anti-Money Laundering (AML) legislation and related codes of practice;
  • Transactional / restructuring experience.
  • Knowledge of Microgen 5Series and Laserfiche (not essential)
Person Specification / Competencies Client: Proactive client focus engendering a strong client focus amongst team and business.  Manages internal and external relationships delivering a consistent and quality service.  Sets standards and develops others to achieve them.  A strong people manager who leads a team to contribute positively to team and business.
Company: Has a strong commercial outlook, supports the development of procedures and is aware of risk, managing and protecting self, team and business against risk and within regulation.  Has an innovative approach to work considering solutions and encourages innovation from their team and peers.  Proactively reviews process and procedures to identify areas for efficiencies and offers solutions in support of enhancement.  Promotes the sharing of knowledge across business lines, leading by example with enthusiasm and integrity.
People: Works collaboratively across teams and business lines in support of the wider Company ambitions.  A professional and credible Manager with strong communication skills that engender a positive people culture.  Has operational management responsibility and will have some strategic input.