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Senior Manager - Private Client
-
Jersey
In this role you will -
Proactively oversee and manage the operation of a private client team/division providing a professional service to clients and intermediaries
Analyse and manage the team/division and their resulting performance, ensure any knowledge gained is factored into the planning and formulating of the team’s/division’s own strategy, resources and procedures and ultimately the divisions annual business plan.
Fulfil the function of “Manager” on appropriate client entities.
Be responsible for maintaining a good standard of corporate governance within the team, ensuring any legal, tax or statutory requirements are adhered to.
Active participation at internal business development meetings; demonstrate an ability to identify and manage potential business opportunities within the team’s/division’s portfolio of clients and where possible introduce prospective new business to the Group.
React to new business enquiries within an acceptable timeframe, effectively managing and accurately pricing enquires, ensuring the resources and services provided by the Group are fully explained and promoted.
Attend and participate at client meetings, either on or off site to develop, enhance and retain existing client base, advisers, intermediaries and other introducers of work, providing a value-added service and a high standard of client care.
Private Client
Jersey
2677
Private Client
Jersey
2677
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