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Manager – Private Weatlh

REF: 366 | Trust Administration |
  • Type: Permanent
  • Job #366

Purpose of the role:

You will actively contribute to initiatives to improve processes to drive operational excellence.


  • Assist where appropriate any CSD’s / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in the Business Plan
  • Responsible for ensuring the team meet their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilization rates for staff, pro-active management of debtor days and cash collections
  • Provide Senior Manager with support with regard to the regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Escalate these concerns to the relevant CSD in question together with an action plan to remediate to improve the profitability for any such client situations
  • Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable regulation
  • Ensure staff receive any training required so that they are fully conversant with the Company’s policies and procedures. Actively identify training gaps and address them in a timely manner
  • Attendance at and contribution to statutory, management and any other meetings of the business
Skills required:
  • ICSA or STEP Diploma qualified or relevant professional qualification
  • Thorough understanding of the relevant laws relating to ‘Trust Company Business’
  • Thorough understanding of the duties and responsibilities of a Fiduciary business
  • Thorough understanding of industry best practice in relation to Trust and Company administration
  • Minimum of 7 years relevant industry experience

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