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Assistant Manager - Private Wealth

Purpose of the role:

You will be responsible for a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.

Responsibilities:

  • Director and Authorised Signatory of Nominee Companies as required
  • Be support where appropriate the Jersey owner who has responsibility for the service delivery of the Service
  • Manage and be responsible for select Service Delivery personnel who deliver this service to clients
  • Assist with the profitability and financial performance of the Service
  • Assist with the creation and meeting of industry beating SLAs, plus the KPI's to monitor performance against them for the Service
  • Assist with the process owner for the Service where required
  • Support sector heads with the client net promotor score

Skills required:

  • Minimum 5 years relevant experience with at least 3 years at Senior Officer or Assistant Manager level
  • Ideally hold JFSC Table 5 qualification
  • Sound knowledge of software packages, i.e. Microsoft Office
  • Sound knowledge of relevant regulatory requirements and standards

Private Client

1249

 

Private Client

1249

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