Manager - Private Client Services
- Moka
- 76,000 - 100,000
- Permanent
- Added 28/11/2024
- Closing 28/12/2024
- Candice Louw
Are you an experienced professional in private client administration looking for a challenging leadership role? We are seeking a Manager to oversee the administration of a portfolio of complex clients, including trusts, foundations, and companies.
Are you an experienced professional in private client administration looking for a challenging leadership role? We are seeking a Manager to oversee the administration of a portfolio of complex clients, including trusts, foundations, and companies. The Manager - Private Client Services requires expertise in client service, compliance, and operational excellence while providing guidance to team members and ensuring the highest standards of service delivery.
Qualification and Skills Required:
- A professional qualification such as ICSA, ACCA, or equivalent.
- 5-7 years of experience in the global business sector, with demonstrated expertise in private client administration.
- Strong technical abilities and well-developed communication skills.
- A dynamic, flexible, self-motivated, and well-organized professional.
Key Responsibilities:
Client Administration
- Manage and deliver administrative services to a portfolio of complex client structures, ensuring accuracy and timeliness.
- Maintain detailed and accurate records of all client entities within the portfolio.
- Review draft financial statements and resolve outstanding points within set deadlines.
Client Interaction
- Attend client meetings as required, prepare relevant materials, and draft meeting minutes.
- Oversee client onboarding, acceptance, and formation processes.
Team Support & Technical Guidance
- Assist administrators with technical client matters, escalating issues to senior management when necessary.
- Support management in addressing client-related matters and initiatives.
Compliance & Risk Management
- Ensure adherence to legal and regulatory frameworks, including AML legislation.
- Follow internal procedures and controls, maintaining compliance with risk and associated policies.
Operational Excellence
- Monitor and ensure adherence to internal processes and industry standards.
- Handle additional duties as assigned by management to meet organizational goals.
This is a unique opportunity to lead and develop within a dynamic organization focused on delivering exceptional client services. The role offers professional growth and a chance to work with a diverse portfolio of clients in a collaborative and supportive environment.
Apply now to take the next step in your career!
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Please consider your application unsuccessful if you have not heard from us within 3 weeks. We will keep your details on file for future positions.
