Senior Manager, Private Wealth (FTC)
External
Iqeq · St. Peter Port, GgFull-timeOn-site1d ago
ComplianceLeadershipMentoringRisk Management
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Responsibilities
- You'll manage a complex client portfolio and lead a Client Administration Team, ensuring efficient allocation of work, strong coverage, and delivery of high-quality service.
- You'll drive operational excellence by improving processes, overseeing KPIs, managing P&L performance, and ensuring commercial targets such as revenue, utilisation, and cash collection are achieved.
- You'll build strong client and stakeholder relationships, identifying business development and cross-selling opportunities while maintaining excellent service and communication standards.
- You'll provide technical expertise and leadership, supporting complex transactions, mentoring junior staff, developing talent, and fostering a high-performing, client-focused team culture.
- You'll ensure robust risk management and compliance by embedding policies, monitoring regulatory adherence, addressing risks, and maintaining up-to-date technical knowledge through continuous professional development.
Benefits
Base Salary: Competitive monthly salary with annual reviewAnnual Bonus: Discretionary bonus including commission for business development rolesReferral Rewards: Payment for successful employee referralsPension: 8% non‑contributory employer pension schemeInsurance Benefits: Private medical, dental cover, life assurance, and income protectionHealth & Wellbeing: Health cash plan, employee assistance, and wellness initiativesLeave & Flexibility: 25-30 days leave, hybrid working, flexible working, and nimble daysFamily Benefits: Maternity, paternity, and adoption leave supportLearning & Development: Professional development and qualification supportAdditional Perks: Recognition awards, social events, volunteering, and long service rewardsABOUT YOUYou will hold an ICSA, STEP Diploma, or equivalent professional qualification, with at least 7 years of relevant industry experience in fiduciary or trust company services.You will demonstrate a thorough understanding of Trust Company Business laws, fiduciary duties, and industry best practices in trust and company administration, including knowledge of relevant jurisdictions and taxation impacts.You will apply strong analytical, numeracy, and IT skills, with the ability to interpret legal documents and ensure accuracy and attention to detail in all work.You will communicate effectively and build strong relationships, collaborating with colleagues while contributing to team workflow management in a commercial and client-focused manner.You will show resilience, integrity, and self-awareness, working under pressure to meet deadlines, supporting colleagues through change, and promoting continuous development, risk awareness, and inclusive practices.OUR COMMITMENT TO YOU AND THE ENVIRONMENTSustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment.We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We're emotionally invested in our clients right from the beginning.Health insuranceDental insuranceFlexible scheduleEquity / stock optionsPerformance bonus
Additional Information
THIS ROLE Reporting directly to the Director, you'll contribute to driving operational excellence by improving processes while managing a complex and diverse client portfolio that requires strong technical expertise. You'll also play a key role in supporting and developing junior team members, ensuring high-quality service delivery and effective team performance.
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Company Intel
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