Summary and Overview

• Senior Manager/Manager, Private Wealth
• Isle of Man
• Permanent
• Full Time
• Competitive Salary & Benefits

You will help develop the team by providing and promoting a first class personal service to existing and prospective clients, working closely with our Directors and wider the management team to ensure business growth and that all regulatory and internal administration needs are met.

Your New Role

This list of duties is not exhaustive and may change from time to time according to business needs:

• Act as Relationship Lead for a portfolio of clients, maximising revenue from these relationships and achieving client retention
• Be a key part of the SME led business development model, targeting high value deal opportunities
• Provide structuring, administration, governance and advisory solutions to our international client base
• Demonstrate a clear understanding and confidence of our risk appetite, value proposition and how it relates to our clients and prospects business needs
• Have a clear focus on our five core service lines, with clarity on quality rather than quantity, profitability rather than just revenue
• Engage with prospects on a value add partnership basis with the ability to reference relevant practical experience
• Proactively grow your client book and build out your existing network of intermediaries and contacts remotely via Teams as well as travel for in person meetings
• Attend networking event
• Balance business development contributions whilst meeting chargeable hours target
• Contribute to the development of our business and its profitability both by maximising revenue from existing clients and seeking to win new business/clients
• Act in a Directorial capacity for client companies
• Provide technical advice to clients and the team on complex matters, whilst making use of the internal expertise from in-house tax, compliance and legal teams etc.
• Understand and apply local legislation relating to the conduct of trust/fiduciary business to ensure that we comply with regulatory requirements
• Manage operational risks in accordance within local procedures
• Act as point of reference on complaints and problem cases
• Participate in the development of new products
• Ensure compliance with company standards, policies and procedures

What will you need to succeed in this role?

As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

• Comprehensive finance related experience with a significant number of years experience within a Fiduciary environment
• Comprehensive technical knowledge of tax regimes and structures
• Strong organisational and process management skills
• Typically holds a relevant qualification e.g. STEP, ICSA
• Has developed their own professional network to leverage in order to meet businesses growth objectives (desirable)

Personal attributes which would be seen in the ideal applicant include;

• Excellent communication skills, with clear understanding of BD targets and growth agenda
• Assertive, approachable individual who can work under pressure adhering to deadlines
• Complete tasks in a timely fashion with quality and accuracy
• A motivated individual with a strong desire to deliver quality service
• Strong interpersonal skills
• Results focused