Lead Private Client Manager

3 weeks ago


Saint Helier, United Kingdom Apex Group Full time

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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