Lead Private Client Manager
3 weeks ago
Employer: Apex Group
Contract: Permanent
Hours: Full Time
Salary: Negotiable
Position Overview
We are seeking an experienced Manager / Senior Manager to oversee the administration and development of a dedicated team within our Private Client and Family Office division. This role involves direct reporting to Senior Management while managing a diverse and dynamic portfolio of clients.
Your Role
As a pivotal member of the Private Client & Family Office team, you will play a crucial role in delivering tailored client services. Our objective is to effectively manage, safeguard, and enhance our clients' wealth, ensuring a robust partnership throughout their financial journey. Our team is exceptional, and as our business expands, your expertise will be vital in sustaining our growth.
Required Skills & Qualifications
- Possess a professional qualification recognized by the JFSC.
- Demonstrate comprehensive knowledge of offshore trusts.
- Proficient in English communication.
- Submission of CV is mandatory.
- Strong keyboard skills.
- References are required.
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