Manager, Private Wealth

ICSA or STEP Diploma qualified or relevant professional qualification
Thorough understanding of the relevant laws relating to ‘Trust Company Business’ and the duties and responsibilities of a Fiduciary business
Thorough understanding of industry best practice in relation to Trust and Company administration
High level of self-awareness and demonstrates to others the importance of self-development
A competent understanding of taxation and how this affects trust and corporate structures.
Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Senior Manager / Associate Director and more junior staff within the team. Portfolio should have a revenue return in the region of £2m
Responsible for the take on of new business for the team and ensuring that new business is processed smoothly