Client Manager – Private Clients & Family Office

Overview

The Role & Key Responsibilities
Skills Required
What you will get in return
Additional Information

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
Tab Item Content

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
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Department: Private Clients & Family Office

Reporting to: Director

Employment Type: Permanent, Full Time

Our role

We are seeking a manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a varied, fast paced and energetic portfolio of clients.

Your team
You’ll be working in the Private Client & Family Office team in Jersey. As a manager you will play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. We have a great team and a growing business but need your help to keep the momentum!

Job Specification

  • To have ownership and responsibility for a team of people who administer a portfolio of trusts, foundations and companies
  • Responsibility for the mentoring and training of your team, and ensuring a four-eye principle is applied;
  • Personal Development: ensure continual personal & team improvement in technical & commercial awareness;
  • Acting as a channel of communication for upward and downward feedback;
  • To build relationships with your team, intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact. To identify cross-sell opportunities and services from across the Apex Single Source Solution to our clients;
  • Effective management of working capital requirements of the business, including WIP management including recoverability, billing, prompt fee collection, and effective management of staff productivity & utilisation;
  • Develop excellent client relationships fostering client retention and referrals leading to new business;
  • Meet business targets as established within the risk framework;
  • Maintain awareness of risks involved in administration activity and clearly understand risks involved in activities carried out and with respect to team’s client portfolio;
  • To assist with the client acceptance process, including involvement at a client enquiry stage, and discussion with colleagues on client acceptance considerations,
  • Monitoring and ensuring the team comply with the Company’s Policies and Procedures. Ensuring relevant KPIs are monitored and met on a regular basis
  • Responsibility for maintaining data integrity
  • Proactively identify existing and emerging risks in client portfolio
  • Work with the Client Director to build strong & lasting relationships with clients & intermediaries within portfolio through demonstration of competence, efficiency and knowledge.
  • Demonstrate the ability to create, monitor and maintain effective communication links with clients
  • Manage, meet or exceed client expectations
  • Demonstrate understanding of clients’ needs and issues
  • Actively encourage maintenance of high client service standards from the team and monitor output to ensure consistent quality.
  • Hold a professional qualification recognised by the JFSC.
  • Have excellent knowledge and understanding of offshore trust and company administration gained through previous experience in similar organisations
  • Proven knowledge of appropriate Jersey legislation and regulation with the ability to demonstrate both compliance, risk and audit awareness.
  • To identify and analyse issues, develop solutions,
  • Ability to motivate the team, initiate and manage change.
  • To present ideas in a user-friendly, business-friendly and technical manner.
  • prioritise and execute tasks effectively in a fast paced, high energy environment.
  • Have experience of managing and/or assisting in the management of a team.
  • The ability to delegate, coach and mentor members of the team.
  • Act as a role model for other team members and others within the business.
  • Ability to communicate at all levels.
  • Strong organisational skills.

Desirables

  • Business development experience
  • Broad knowledge of other fiduciary services
  • Strong negotiating skills
  • A genuinely unique opportunity to be part of an expanding large global business
  • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism, Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: [email protected]

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Life At Apex

"Working here I have the space to be creative, take ownership and develop continuously. It’s a great company with a purpose, which in turn enables its people to identify with the core values and mission."

Diane Mero, Office Manager, Dubai

What we look for

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making our business what it is today and the more we grow, the more important that becomes.

 

Whatever your career path, ambition or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

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