Manager, Private Clients

A global organisation providing wealth structuring, wealth management and audit and assurance services is seeking a Manager of their Private Clients team to undertake business development/ marketing opportunities as required as well as manage a team providing comprehensive trust and company administration services. The role holder will ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/ completed in a timely manner. In addition, they will identify any training needs and review the teams billing and monitoring of debt collection. The successful candidate will be ICSA or STEP qualified with evidence of sufficient CPD. Previous management experience is also required as well as understanding of CRS/FATCA and experience of with the classification thereof.