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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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hello@axalleine.je

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