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Manager - Private Wealth
-
Jersey
Key Responsibilities:
Manage the formation and ongoing administration of a portfolio of clients with more complex requirements, working closely with the Associate Director/Director and other managers in the team
Act as a higher authority on day-to-day administration queries and as 4-eyes review, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
Skills required:
A strong background in administration services with at least 6 years relevant experience
Considerable practical experience, supported by a relevant professional qualification such as CGI or STEP
Ability to provide sound and commercial advice
Private Client
Jersey
2765
Private Client
Jersey
2765
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