Senior Manager - Client Services

Responsibilities: - Responsible for the supervision of a portfolio of Trust and Company structures
managed by a team of administrators
- Maintain a small caseload of selected clients personally
- Day to day running of the group including client directorships financial management,
budgets, fee collection accounts preparation monitoring, personnel, staff appraisals
coaching, etc.

Skills/experience required:

- Supervisory, coaching and leadership skills
- Marketing knowledge/skills
- Investment Knowledge
- Ability to consider tax and legal implications of transactions
- Knowledge of anti-money laundering and KYC requirements as per FSC guidelines
- 10+ years in the CSP/TSP industry and a relevant qualification

  • Start Date: TBA
  • Location: Douglas
  • Sector: Financial Services
  • Job Type: Permanent
  • Hours: Full Time
  • Salary: £ TBA
  • Reference: 00020785

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  • 340996gBj

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