Private Wealth Manager

Location

Guernsey


Overview of role:               

The Manager, Private Wealth is responsible for a team of administrators providing fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

The Key Responsibilities for the role are noted below and as a Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, leading/engaging in any relevant projects that are related to the role.  In addition, you should act as an Ambassador for Intertrust Guernsey, actively participating in business and social events as required.

Key Responsibilities:         

·        Provide management and control of an administration team ensuring all administration procedures are adhered to and day to day activities are completed in a timely and efficient manner;

·        Proactively seek business efficiencies and/or risk mitigants e.g. procedural or operational improvements.

·        Review regularly with the Assistant Manager/Senior Administrator to ensure that invoicing fees and controlling debt management for the team are being managed in a proactive and timely manner;

·        Implementing Guernsey and Group projects in an administration team ensuring deadlines are adhered to. Leading and managing change.

·        Delegate day to day team activities to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner;

·        Manage a client communication plan ensuring regular and appropriate contact, to include meetings, with all clients;

·        Liaise with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private wealth clients;

·        Ensure that the team is working cohesively, providing a top-level service to clients;

·        Hold regular Team Meetings to share pertinent information, discuss key projects and provide development opportunities across the team;

·        Assist with staff development/mentoring and contribute to the teams technical and practical training requirements by identifying appropriate opportunities for learning;

 ·        Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, changes in legislation i.e. Substance legislation.

 

Experience, Skills and Qualifications required:      

·        Evidence of relevant experience in regulated finance or professional services, with

the most recent position held in an Assistant Manager/Manager role;

·        Must be able to demonstrate sound management experience;

·        Solid understanding of the business and markets applicable to the business;

·        Professional Qualification such as STEP, ICSA, or qualified by experience;

·        Solid IT technical skills;

·        Drive personal Development using all the resources available to achieve success.

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