About the role:
Manage a team providing comprehensive Private Client Services for our client's international client base, and undertaking business development/marketing opportunities as required.
Responsibilities:
• Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/completed in a timely manner.
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
Requirements:
• CGI/STEP Diploma or equivalent completed; Studying to obtain CGI/STEP Professional or equivalent if not already achieved (JFSC Minimum is Hold Table 5 qualification plus a minimum of 5 years relevant experience); or
• Qualified Accountant (by qualification through the Professional body).