Senior Manager (Private Clients)

Job Description

Responsibilities

• Client leadership — Lead a diverse client portfolio with strong commercial focus, relationship management, and delivery against financial targets.
• Client engagement — Build long‑term client relationships through proactive meetings, professionalism, and trust, reducing churn.
• Escalation management — Serve as the senior escalation point for complex technical, service, and sales issues.
• Operational excellence — Coach team members to deliver a client‑centric service and maintain accurate, complete data.
• Risk and compliance — Ensure effective controls, regulatory compliance, and identify opportunities for process improvement.
• Fiduciary development — Develop capability to act as a director on client boards in line with statutory requirements.
• Project contribution — Participate in projects, generating innovative ideas and constructively challenging existing processes.
• Financial management — Drive profitability through strong financial discipline, including oversight of fee proposals, resourcing, time recording, invoicing, collections, and cost control.
• Profitability review — Regularly assess entity‑level profitability and support required remedial actions.

Qualifications

Knowledge, skills and experience   

• Minimum of 3+ years trust and company administration/relevant experience. 
• Suitable management experience.   
• Desirable: A professional/relevant qualification to Professional Level (e.g. ICSA/STEP/CGI).   
• Possess a comprehensive understanding and strong technical knowledge of Trust Administration, Company Law and the tax implications of various structures.   

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships. 

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.