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Senior Manager - Client Services (Private Wealth)
Posted 7 days 15 hours ago by Search-Select LTD
Permanent
Not Specified
Banking & Financial Services Jobs
Devon, United Kingdom
Job Description
Our client seeks an experienced Client Services Senior Manager to manage a growing portfolio of clients across a range of sectors.
This position presents a fantastic opportunity for the right candidate to enjoy a varied and rewarding role within a vibrant and expanding CSP.
Key Responsibilities
- Day-to-day management and oversight of a varied portfolio of clients
- Building and overseeing client relationships
- Ensuring efficient and high quality delivery of service to clients
- Strong interpersonal and communication skills; able to liaise with clients, professional advisors and team members at all levels
- Review contracts/agreements for clients, referring to specialist departments where necessary
- Take an active role in training and mentoring members of your team
- Work collaboratively with the Senior Management Team
- Comply with all external regulations and internal policies and procedures
Key Skills & Experience
- 8 years minimum experience within the Corporate Service Provider sector;
- Strong organisational skills and keen attention to detail;
- Self-motivated and autonomous, capable of managing tasks independently;
- Initiative and willingness for personal and business development;
- Willingness to be on the board of client corporate director, and open to potential individual client director appointment.
Isle of Man
Contract type:Permanent
Job reference:15664
Search-Select LTD
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