Manager - Private Client & Family Office

Job Specification

To have ownership and responsibility for a team of people who administer a portfolio of trusts, foundations and companies
Responsibility for the mentoring and training of your team, and ensuring a four-eye principle is applied
Personal Development: ensure continual personal & team improvement in technical & commercial awareness
Acting as a channel of communication for upward and downward feedback
To build relationships with your team, intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact.
To identify cross-sell opportunities and services from across the Apex Single Source Solution to our clients
Effective management of working capital requirements of the business, including WIP management including recoverability, billing, prompt fee collection, and effective management.