Manager – Institutional Client Services – Jersey


Our client is a publicly listed, award-winning provider of fund, corporate and private wealth services to institutional and private clients.

They currently have an exciting opportunity for a Manager to join their Funds team within our Institutional Client Division. They are looking for a self-motivated individual to take responsibility for a varied client portfolio.

Purpose of job

The role holder will be responsible for overseeing efficient and cost effective day-to-day administration of a varied portfolio of clients and assist with the development of Group business through the delivery of excellent client service.

Essential Requirements

The successful candidate will have relevant funds administration experience and should have a relevant professional qualification. A clear understand of risk awareness, relationship management, contractual and statutory obligations is necessary. Competence in written and verbal communication with high level accuracy is required.

Main Responsibilities and Duties

• Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care;
• Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures;
• Attendance at, and preparation and review of reports, for management meetings;
• Review client accounts where relevant;
• Review legal and tax advice where appropriate and be able to interpret / implement relevant advice as required;
• Management and training of members of the team, conducting appraisals and performance management reviews;
• Check, delegate and monitor work of team members;
• Promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities;
• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation;
• Adhere to CPD requirements in accordance with qualification level and in-house procedures;
• Adhere to Group core values and expected behaviours.

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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