Job title: Manager - Private Client Services
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Expertise: Senior Executives Trust & Corporate
Skills: Permanent Private Client Services ICSA STEP CPD CRS/FATCA AML UK Taxation “B” class signatory Jersey
Salary type: Annual
Location: Jersey
Job published: 2022-10-27
Job ID: 43127
Contact name: Tonya Stephens
Phone number: +441481714634
Contact email:

Job Description

Do you have expertise working within the fiduciary sector and great people management skills?

A global accountancy and consultancy firm is seeking a Manager Private Client Services to join its team in Jersey.

You will manage a team providing comprehensive Private Client Services for the company's international client base and undertake business development / marketing opportunities as required.

Responsibilities will include:

  • Ensuring the team administers their client portfolios to a high standard in accordance with procedures
  • Establishing and maintaining strong working relationships with the team, intermediaries, clients and client advisors;
  • Identifying any training needs for the team, provide day to day training and undertake the teams periodic appraisals
  • Reviewing the teams billing and monitoring of debt collection

The ideal candidate will be CSA or STEP qualified with sufficient CPD and previous managment experience.

You'll be knowledgeable about compliance, risk & mitigation, Guernsey Company and Trust Laws, UK taxation for individuals and its impact on offshore structures as well as current AML legislation.

Should this opportunity be of interest, then submit your CV or call Marcel on 714 634 to learn more.

  • High level awareness of current Anti-Money Laundering (AML) legislation and related codes of practice;
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