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Manager Private Wealth, Permanent, Isle of Man

Permanent
Fiduciaries
£50,000 +
PP12236

Description

Are you a people-person who thrives in a client-focused environment This is your opportunity to join the Private Wealth team in the Isle of Man and play a key role in delivering exceptional client service while helping shape team culture and performance.

The Role

As Manager you will support the Senior Manager and Associate Director by leading a team responsible for the administration of a complex and varied client portfolio You will drive operational excellence oversee day-to-day activity and contribute to strategic initiatives.


  • Lead a client administration team managing a diverse portfolio of private wealth clients

  • Ensure clients are appropriately allocated across the team with clear cover during absences

  • Support smooth onboarding of new business and efficient integration into the portfolio

  • Help deliver revenue targets manage billable utilisation and oversee debtor collection performance

  • Interview recruit and support the ongoing development of team members



About You

You bring strong leadership capabilities and the technical depth needed for a senior client-facing role in the trust and corporate services sector.


  • CGI or STEP Diploma qualified or holding a relevant professional qualification

  • Understanding of the legal framework for trust company business

  • Experience interpreting trust and company legal documents

  • Excellent communication and team leadership skills



The Reward


  • Career growth (STEP or CGI support) and tailored development plans

  • Top-tier benefits including pension scheme, dental care, life cover, and income protection

  • Hybrid Working � flexibility to support your work-life balance