Manager - Private Wealth and Corporate Services

St Peter Port, Guernsey
Permanent
Full-time

1 month ago

Manager - Private Wealth and Corporate ServicesDepartment: Private Wealth Services - Ogier GlobalEmployment Type: PermanentLocation: GuernseyDescriptionOur open and progressive work environment is something to shout about and is one of the many reasons our Corporate and Fiduciary Services business, Ogier Global, has grown from strength to strength. We're now looking for an experienced Manager to join the conversation.The team operates in a flexible manner, without rigid division of responsibility based on client type or geography. Therefore, this is a exceptional opportunity for individuals eager to embrace a genuinely varied workload. If you are passionate about expanding your professional horizons in a dynamic and supportive environment, we would love for you to be a part of our team.Key ResponsibilitiesYou'll need a strong background in corporate administration and private wealth fiduciary services with at least 5 years' relevant experience in order to deliver a range of services to a varied portfolio of clients and related entities, with a particular emphasis on managing the more complex requirements of client affairs. In this role, you'll work closely with the Director of the team to build and maintain effective relationships.Other responsibilities include:

Manage the formation and ongoing administration of a portfolio of clients with more complex requirements, working closely with the Director and other managers in the team
Act as a higher authority on day-to-day administration queries and as 4-eyes review, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
Act as a mentor, supervise and assist in the training and development of staff
Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping
Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager

Skills, Knowledge and ExpertiseWe're particularly interested in candidates with considerable practical experience, supported by a relevant professional qualification such as ICSA or STEP, who can act independently and take responsibility but enjoy our collaborative culture.Sound technical professional services knowledge, including applicable statutory laws and other related legal and regulatory requirements is a must as well as the ability to provide sound commercial advice.You'll have a high level of attention to detail, excellent written and verbal communication and be motivated to achieve excellence for the client and team, producing the best results in our changing environment.A strong working knowledge of Viewpoint would be advantageous.

Ogier

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