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Senior Manager, Private Wealth

Residency
5 years residency NOT required
Employer
IQEQ
Closing date
30 April 2025
Reference
63455
Contract
Permanent
Hours
Full Time
Salary
Negotiable
Manage a complex client portfolio with a revenue return of approximately £2.5m, providing senior-level technical expertise and support to junior staff.
Lead and develop a Client Administration Team, ensuring high standards of service delivery, operational excellence, and adherence to risk management processes.
Drive commercial objectives by effectively managing the P&L for the Client Portfolio, including revenue targets, billable utilisation rates, and cash collections.
Foster a client service mentality and strong business development culture within the team, actively participating in client visits and fee reviews.
Ensure compliance with applicable laws, company policies, and regulatory requirements, while staying abreast of industry changes.
Identify and pursue new business opportunities, developing strong relationships with intermediaries and internal contacts.
Core skills required
  • Ability to speak and understand English
  • CV Required
  • References
How to apply
  • Online
  • Email


Contact name
Jessica Fisher
Phone no.
01534714622
Email
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