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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.
Location:

Isle of Man

Contract type:

Permanent

Job reference:

15664

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