A leadership position responsible for managing a team of private wealth professionals while ensuring operational excellence and client satisfaction. This role oversees team performance service delivery and resource allocation while maintaining high standards of technical accuracy and regulatory compliance.
Core Responsibilities:
- Lead team performance and development
- Ensure service delivery excellence
- Manage client relationships
- Drive operational efficiency
- Monitor quality standards
- Oversee resource allocation
- Direct process improvements
- Ensure regulatory compliance
Tasks:
- Manage team workload and capacity
- Conduct performance reviews
- Set performance objectives
- Monitor team deliverables
- Handle escalated client matters
- Review complex cases
- Implement quality control measures
- Drive process improvements
- Oversee client satisfaction
- Direct team development initiatives
- Ensure regulatory standards
- Perform other related duties as assigned for role and business needs
Qualifications :
Educational Background:
Bachelors degree in Accounting or a related field & ACCA Qualified or ACA would be an advantage
Professional Experience:
- 8 years of experience in private wealth accounting or trust administration
- Strong leadership experience managing teams and client relationships
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic Bold and Collaborative) the role holder will be expected to demonstrate the following:
- Expertise in operational efficiency resource allocation and quality control
- Skilled in client management and regulatory compliance oversight
- Strong aptitude for strategic planning and performance monitoring
- Exceptional leadership and team management capabilities
- Outstanding communication and interpersonal skills
- Strong problem-solving and organizational skills
- Exhibits strategic thinking and a results-driven approach 2
- Fosters a culture of accountability and excellence
- Maintains a client-centric and innovative perspective
Additional Information :
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders including our employees clients and local communities while also reducing our impact on our natural environment.
There is always more we can and should do to improve whether in relation to our people our clients our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. Were committed to fostering an inclusive equitable and diverse culture for our people led by our Diversity Equity and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5800 employees - from 94 nationalities across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund in an environment where only 15% of all private equity and venture capital firms are gender balanced.
Were committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients sustainability and success leads to our sustainability and success. Were emotionally invested in our clients right from the beginning.
Remote Work :
No
Employment Type :
Full-time
A leadership position responsible for managing a team of private wealth professionals while ensuring operational excellence and client satisfaction. This role oversees team performance service delivery and resource allocation while maintaining high standards of technical accuracy and regulatory comp...
A leadership position responsible for managing a team of private wealth professionals while ensuring operational excellence and client satisfaction. This role oversees team performance service delivery and resource allocation while maintaining high standards of technical accuracy and regulatory compliance.
Core Responsibilities:
- Lead team performance and development
- Ensure service delivery excellence
- Manage client relationships
- Drive operational efficiency
- Monitor quality standards
- Oversee resource allocation
- Direct process improvements
- Ensure regulatory compliance
Tasks:
- Manage team workload and capacity
- Conduct performance reviews
- Set performance objectives
- Monitor team deliverables
- Handle escalated client matters
- Review complex cases
- Implement quality control measures
- Drive process improvements
- Oversee client satisfaction
- Direct team development initiatives
- Ensure regulatory standards
- Perform other related duties as assigned for role and business needs
Qualifications :
Educational Background:
Bachelors degree in Accounting or a related field & ACCA Qualified or ACA would be an advantage
Professional Experience:
- 8 years of experience in private wealth accounting or trust administration
- Strong leadership experience managing teams and client relationships
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic Bold and Collaborative) the role holder will be expected to demonstrate the following:
- Expertise in operational efficiency resource allocation and quality control
- Skilled in client management and regulatory compliance oversight
- Strong aptitude for strategic planning and performance monitoring
- Exceptional leadership and team management capabilities
- Outstanding communication and interpersonal skills
- Strong problem-solving and organizational skills
- Exhibits strategic thinking and a results-driven approach 2
- Fosters a culture of accountability and excellence
- Maintains a client-centric and innovative perspective
Additional Information :
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders including our employees clients and local communities while also reducing our impact on our natural environment.
There is always more we can and should do to improve whether in relation to our people our clients our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. Were committed to fostering an inclusive equitable and diverse culture for our people led by our Diversity Equity and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5800 employees - from 94 nationalities across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund in an environment where only 15% of all private equity and venture capital firms are gender balanced.
Were committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients sustainability and success leads to our sustainability and success. Were emotionally invested in our clients right from the beginning.
Remote Work :
No
Employment Type :
Full-time
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