Private Client Manager, Permanent Job, Isle of Man
Qualified (STEP or similar) and experienced Fiduciary manager is sought by a growing Douglas based Fiduciary Services team. The role requires the management of a small administration team as well as a portfolio of multi-jurisdictional companies and trusts. The successful candidate will have around 10 years Fiduciary Services experience, will act as Director & Company Secretary to client entities and ensure that standards for service and compliance are met.
Manage a small administration team who will undertake the diverse administration requirements for a portfolio of multi-jurisdictional companies and trusts
Ensuring high standards of client service, developing strong working relationships with clients and intermediaries.
Ensuring adherence to all filing requirements, conducting annual reviews and ensuring that compliance standards are maintained.
Acting in the role of Director and Company Secretary on client entities.
Skills & Experience:
Around 10 years experience within Fiduciary Services, latterly at a senior level.
Qualified STEP / ICSA or equivalent.
Extensive regulatory and compliance understanding.
Hours & Benefits:
Full time, competitive salary and benefits.
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