Assistant Manager, Private Wealth

We are pleased to be supporting one of our clients, who is looking for a Assistant Manager, Private Wealth to join their team in Isle Of Man.

Key Responsibilities:

• Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Manager/Senior Manager and more junior staff within the team
• Support the Manager in identifying business opportunities and support with follow up actions as required
• Assist with the take on of new business for the team, ensuring that new business is processed smoothly and efficiently
• Proactively contribute to supporting the team in meeting their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilization rates for staff, pro-active management of debtor days and cash collections
• Support where appropriate any CSD’s / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in our Business Plan
• Actively support the delivery of the business KPI’s for your Client Portfolio are effectively managed, controlled achieved in accordance with our ongoing business requirements

Qualifications:

• ICSA or STEP Diploma qualified or other relevant professional qualification (highly desirable)
• Good understanding of the relevant laws relating to ‘Trust Company Business’
• Good understanding of the duties and responsibilities of a Fiduciary business
• Good understanding of industry best practice in relation to Trust and Company administration
• Minimum of 5 years relevant industry experience