Manager - Private Capital - Jersey

Key Responsibilities:

• Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
• Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure.
• Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
• Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary.
• Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals.
• Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings.
• Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team.
• Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time.
• Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours.

Skills required:

• Ability to act independently but knowing when to escalate & seek guidance.
• Positive collaboration with all Private Wealth colleagues & wider stakeholders.
• Director of client entities/affiliate members where required.
• Ongoing compliance with all internal policies and procedures.
• Ongoing compliance with all relevant regulatory/legal requirements.
• Spotting cross-sell opportunities and liaison with Client Directors accordingly.
• Sharing of own client/structure knowledge with nominated alternates.
• Awareness and ability to act as fully effective nominated alternate for others.
• Maintenance of technical awareness and market developments.
• Effective contribution to group projects as necessary.
• Authorised client signatory in line with approved limits.
• Occasional business travel subject to workload status.
• 5 - 10 yrs experience serving HNW international families.
• Good understanding of the issues facing HNW families and their structures.
• Proven ability in managing complex international fiduciary structures.
• Proven ability in working with related industry professionals.
• Full understanding of local trust & co. legislation and regulatory requirements.
• Good understanding of investments, property and other asset classes.
• Highly effective and adaptive interpersonal skills.
• Collaborative team player.
• Strong awareness of KYC, AML, CFT and GDPR requirements.
• STEP, ICSA, Accountancy or Legal qualification