Manager - Corporate Services and Private Wealth

Source Recruitment

  • Guernsey
  • Permanent
  • Full-time
  • 24 days ago
The PositionThis leadership role involves managing a varied portfolio of private wealth and corporate clients, with a focus on more complex structures and requirements.The ResponsibilitiesWorking closely with the Directors, you will oversee client formation, administration, and relationship management, acting as a senior authority on day-to-day queries and ensuring adherence to company policies, professional standards, and regulatory requirements. Key responsibilities include supervising and mentoring team members, conducting four-eyes reviews, driving process improvements, and maintaining absolute data integrity to maximise system efficiency.Experience / Qualifications / EducationThe ideal candidate will have at least five years' relevant experience, a strong technical understanding of statutory, legal, and regulatory requirements, and hold a professional qualification such as ICSA or STEP.BenefitsCompetitive

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