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Senior / Manager, Private Wealth

Jersey

Full Time
Permanent
Agency Listing

Ref: 33958

Jersey

Full Time Permanent

Trust Our client is seeking a Manager or Senior Manager to join their private wealth and corporate services team on a permanent, full-time basis. This senior role is based in Jersey and will be responsible for managing a complex portfolio of fiduciary clients, developing long-term relationships, identifying business development opportunities, and overseeing the daily operations of a team. The successful candidate will play a key role in ensuring excellent client service while also contributing to risk management, commercial performance, and staff development. Job Duties:

Develop and manage relationships with high-value international clients and intermediaries Provide strategic input and technical expertise on trust, company and related structures Act as a director of managed entities and assume signing authority where appropriate Identify and implement process improvements to enhance client service and profitability Travel as required to maintain and build relationships with clients and intermediaries Keep abreast of market developments, industry trends and regulatory changes Actively participate in business development initiatives and presentations Ensure compliance with regulatory frameworks, local laws, and internal procedures Assist in managing risks, including operational, financial and reputational risks Support the preparation of financial reports, including review of accounts and budgets Lead and manage a team, including recruitment, performance reviews and development Set clear goals, delegate responsibilities and maintain motivation within the team Monitor utilisation and financial performance, managing work in progress and debtors Foster a collaborative and professional team culture aligned with company values Attend training, seminars and maintain ongoing professional development

Job Requirements:

Educated to degree level, ideally in a business-related subject such as law or accountancy Member of a relevant professional body (e.g. STEP, ICSA) Minimum 10 years’ experience in fiduciary services, including 3–5 years in a management role Qualifies as a Category B person under JFSC guidelines Comprehensive knowledge of offshore fiduciary services and client relationship management Experience handling complex trust and company structures Strong commercial awareness with an ability to balance client service and profitability Strong leadership, communication and interpersonal skills Ability to manage, coach and develop team members effectively Proficient in time management, organisation and strategic thinking Understanding of compliance frameworks and risk management best practice

What You’ll Love:​​​​​​​Our client is an independent provider of private wealth, corporate administration and yacht services. They have built a strong reputation for professionalism, integrity, and service excellence. Their culture values openness, respect and collaboration, creating a positive environment where people are encouraged to be heard and thrive. With a strong commitment to employee development, the organisation offers the opportunity to contribute meaningfully, develop professionally and be part of a dynamic and supportive team. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here

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