Assistant Manager Private Wealth Guernsey

Assistant
Manager

Private Wealth | Guernsey | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 40 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

You will be responsible for a portfolio of Private Wealth Clients and their structures, as well as supporting junior team members to upskill and develop them, working closely with the Senior Management team. You will have responsibility for ensuring compliance and risk appetite is appropriate and aligned with the relevant regulator.

Your duties will include:

Oversee and liaise with members of the team on all day-to-day matters coming within the scope of their daily duties
Report to Managers (for Assistant Managers), Senior Managers and Directors on points of interest or concern in connection with technical issues, staff relations and working practices
Support and monitor team organisation and control of workflows, working together with managers and directors to ensure work is carried out in an orderly and timely fashion
Develop and maintain relationships with clients, intermediaries and peers and lead client meetings, when appropriate
Act as a mentor to the team and undertake regular 1-2-1 meetings including appraisals, set relevant goals, monitor performance and targets, and encourage and facilitate development
To manage a small portfolio of complex, high net worth clients and deliver a first-class service efficiently, independently and profitably in line with group procedures
Identify and pursue new business opportunities via existing client and advisor relationships
Build and develop client and intermediary relationships with a view to developing new business opportunities
The ability to identify and convert new business opportunities for both the Company and Suntera Global
Oversee the maintenance of statutory and accounting records for entities under administration within the team and ensuring compliance with local legislation in the jurisdiction in which the entity was incorporated/established
Ensuring the fair charging of fees to clients and periodic review of profitability
To act as a “B” signatory on behalf of the Company and the other ‘in-house’ companies
Organise, prioritise and delegate effectively to be able to successfully manage the team, day to day workload plus provide assistance and guidance to the team
Compliance with responsibilities set out in the Policy and Procedures manual and where appropriate put forward suggestions for additional or amendments to the existing procedures
To contribute to the development of the Company, including, but not limited to making recommendations that improve the efficiency and working practices of the Company and implementation as and when required
Such other duties as required by the Senior Management Team

What i love about my job

"I've been with Suntera for almost two years and couldn't be happier. From the get-go, the friendly and positive working environment has made every day enjoyable, and the support I've received in pursuing my MSc in Corporate Governance has been invaluable. We have an excellent sports and social team, and I'm especially looking forward to the upcoming music quiz supporting Guernsey Motor Neurone, a cause close to me and my family."

Jason Warr
Client Relationship Manager, Guernsey

About you.

You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:

Qualified in STEP, CGI or similar professional qualification or working towards the same
Be proactive and forward-thinking, with the ability to deal with tasks independently and use your own initiative
Good knowledge of the industry, business and client base
Proven experience in an administration role, demonstrating strong level of technical knowledge and detailed knowledge of regulatory requirements
Strategic competence and ability to maintain strong awareness of market trends in fiduciary products and services
Highly developed organisational skills and excellent interpersonal skills
High levels of motivation, initiative and results orientated and enjoyment of working within a busy team and ensuring the efficient operation of the portfolio

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.

Apply now

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