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

Your Personal Details

Fields marked with a * are compulsory.

Your Contact Details

  • 340996gBj

Send Senior Manager - Client Services to a friend

  • 340996gBj

To stay up to date with our latest vacancies like our Facebook page.


Candidate Login

Forgotten your password? To retrieve, enter your email address and hit "Login"

Register your details

Upload your CV and register for work


Email job alerts

Let the jobs come to you