Manager- Private Client and Family Office
Apply now
Job no: 576318
Work type: Full time
Location: St Helier, Jersey
Categories: Private Wealth
Office Location: Jersey
DISCLAIMER TEXT
We never ask for any kind of payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment or asked to make a purchase, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.
ABOUT TMF GROUP
TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.
DISCOVER THE ROLE
Join us in delivering exceptional administrative services to a diverse portfolio of Private Client structures, ensuring timely and efficient management. Lead and develop a team of client administrators in Jersey, while playing a key role in shaping operational strategies, financial planning, and the growth of structures for high-net-worth private and corporate clients.
KEY RESPONSIBILITIES
Manage a portfolio of complex structures with timeliness and efficiency.
Ensure the provision of an efficient and quality service, liaising with clients, agencies and professional advisers as required in accordance with legislation
Ensure that new client business allocated to the job holder is thoroughly researched and that the client’s requirements are understood
Ensure portfolios are administered in compliance with policies and procedures as set down in the company procedures manual
Attend meetings with clients and professional intermediaries, both locally and in other locations as necessary
Oversee the incoming and outgoing workflow of the team, productivity and debtors as directed
Provide technical assistance to the administrators within the team
Good understanding of TMF Group and its products and services
Demonstrate an awareness of risk management
Meet productivity target and input timesheet daily
Control debtors to the level determined by Line Manager
Category “B” signatory
Develop existing client and intermediary relations including seeking opportunities for cross-selling TMG Group products and services.
KEY REQUIREMENTS
Category “B” employee
Has 3 years relevant experience, and holds a “Table 4” professional qualification as defined by the JFSC, or
Has 5 years relevant experience and holds a “Table 5” professional qualification as defined by the JFSC.
Demonstrable experience in a management role and sound people management experience.
Expertise in all MS Office packages.
Fluent in both written and spoken English.
WHAT’S IN IT FOR YOU
25,5 holidays – rising scale based on completed years’ service
Private Medical insurance for self & family – which includes GP visits & eye tests
Defined contribution non-contributory pension
Permanent Health Insurance
Death in Service (Life Assurance)
Critical Illness
Discretionary performance related bonus (which is linked to Company and individual’s performance)
Non – contributory social club
Working from Home Scheme Contribution 2020-2024 - All permanent staff can claim up to £400 over a 4 year cycle (contribution of £100 a year) towards an office desk, chair or broadband improvement (e.g. upgraded router).
Fitness Club membership - £275 per year (receipts based)
Access to the Global Business Academy suite of training
Access to Go Fluent Language Learning
The opportunity to participate and get involved in activities relating to ESG / CSR / D&I / Wellbeing
Advertised: 02 Jan 2025 GMT Standard Time
Applications close: 28 Feb 2025 GMT Standard Time
Back to search results Apply now Refer a friend