Private Client Services Manager
1 week ago
We are seeking a highly motivated and experienced Private Client Services Manager to lead and manage our Private Client team. As a key member of our team, you will be responsible for developing and maintaining relationships with Corporate and Individual Clients, both prospective and existing.
Key Responsibilities:
- Develop and maintain relationships with clients, both prospective and existing, to deliver a great client experience.
- Lead and manage the Private Client team, setting clear objectives and targets to ensure the team's success.
- Monitor and implement team performance, identifying areas for improvement and implementing corrective actions as needed.
- Maintain effective communication with various teams within the business, including Paraplanning, Compliance, Client Liaison, and Service Centre teams.
- Responsible for recruitment, training, and development of the individual team, carrying out regular one-to-ones and annual appraisals.
- To take responsibility for ensuring that the team are managing their new pipeline business, monitoring month-end income to ensure it is put on risk in a timely manner.
Requirements:
The ideal candidate will have a strong background in private client services, with experience in managing a team. You will also have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
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