Private Client Services


Private Client Services

Job type:



Job Description

Job title: Manager
Department: Private Client Services
Reporting to: Associate Director
Job Level: 5
Role purpose: Manage a team providing comprehensive trust and company administration 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;
  • Ensure the delivery of superior client service either personally or through team members as appropriate;
  • Identify any training needs for the team and in the absence of a Senior Administrator, provide day to day training to Administrators and Assistant Administrators to build up their confidence and knowledge of Private Client 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;
  • Provide support and guidance to the teams, as required, with all outgoing correspondence and minutes to ensure accuracy and content are appropriate;
  • Undertake the team’s annual appraisals and ensure the team use and complete the appropriate appraisal forms;
  • Undertake regular 1 to 1 meetings with team members to ensure awareness of team workloads and deadlines and provide support training as required.
  • Undertake periodic reviews of the team’s client files and statutory records to ensure they remain accurate and up to date;
  • Implement agreed strategies by developing project plans to meet objectives in conjunction with the senior management team and ensure their delivery, operational effectiveness and compliance with intended objectives;
  • Understand and apply agreed policies and business strategies adopted for the conduct of trust company business and ensure compliance of such by the teams;
  • Understand and keep updated with all regulatory requirements and share this knowledge with the teams;
  • Manage operational risks in accordance with the Company’s professional standards and regulatory requirements, ensuring a complete understanding and adherence to the businesses risk management policies and procedures;
  • Service as a “B” class signatory for the Company.
Technical / Professional / Qualification Requirements:
  • ICSA or STEP qualified;
  • 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 of with the classification thereof;
  • High level understanding of Jersey 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.

Person Specification / Competencies Client: Engendering a strong, proactive 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.