Purpose of the role:
You will take direct line management responsibility for a team of varying degrees of seniority, supporting and coaching them and working to identify and mitigate risk across their span of control and to ensure high standards of client service.
Responsibilities:
- Work with the Team to ensure they deliver client commitments to agreed deadlines and to a high standard
- Support the team and their Director to understand and act upon the profitability of team’s client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities
- Help to ensure that the company is compliant with local regulatory requirements supporting a positive relationship with the local regulator through strong governance
- Provide constructive performance feedback to each member of their team in order to develop and grow the individual and will carry out periodic Performance Appraisals of the members of their team supported by the Assistant Manager on the team
Skills required:
- Have significant industry experience of working with high net worth clients and on complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of high net worth clients both from prior experience and through driving the performance of others
- Expected to have a sound knowledge of current issues affecting structures and the clients for whom we act having 6+ years’ experience
- Be fluent in English and an understanding of other languages is desirable
- Expected to hold a relevant professional qualification (such as STEP or ICSA or similar), and to be educated to A-Level standards, or equivalent