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Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 39367

Become a vital member of the private wealth team within a global fiduciary, trust and corporate services provider creating value and making a difference to this fast-paced organisation, where every day will bring a new challenge.

As a Private Wealth Manager, you will be a role model for your team and all staff across the business, knowing how to build an effective team by fostering open dialogue, working collaboratively and instilling trust, through honesty integrity and sincerity.

If you are a team player with great organisational and communication skills and a curious mind to help increase productivity and efficiencies in client service, this could be the ideal opportunity for you.

Responsibilities will include:

  • Administering a complex and varied portfolio of clients requiring a more senior level of technical ability

  • Providing support to the Senior Manager/Associate Director and more junior team members 

  • Overseeing the take on of new business for the team and ensuring this is processed smoothly

  • Ensuring risk management processes are embedded in the culture, operations and systems used by all staff

  • Attending and contributing to statutory, management and other meetings of the business

  • Supporting the training and development needs of your team

Experience and skills required:

  • Minimum 7 years’ experience within trust

  • Previous experience managing a team within a trust department

  • ICSA or STEP Diploma qualified or holds a relevant professional qualification

  • Strong communication and relationship-building skills

  • Ability to motivate and support colleagues through periods of change

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.