Private Client Manager

About the role

The Private Client Manager is responsible for managing client relationships, overseeing the administration team, and ensuring compliance with regulatory requirements.

Key responsibilities

• Managing client relationships for retention and development, liaising with clients and advisors.
• Providing guidance, technical support and training to administrators, covering for team members, and conducting performance reviews.
• Handling day‑to‑day trust and company administration, including database records and reporting.
• Identifying new business opportunities, onboarding new clients, and creating introducer relationships.
• Ensuring chargeability, profitability, and compliance with regulatory and internal policies.
• Acting as an ‘A’ signatory, handling internal audit queries, and completing annual returns.

Required profile

• A self‑starter able to work independently and accurately under pressure.
• Excellent communication, teamwork and interpersonal skills.
• Strong computer literacy and problem‑solving abilities.
• Practical experience or demonstrable knowledge of the financial services industry.

Required skills

• STEP qualification or equivalent.
• Minimum 5 years experience in fiduciary administration.
• Management training or at least 3 years in a similar managerial role.