Hybrid Manager – Private Wealth

at Ogier

• Job title: Manager – Private Wealth
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, St Helier, United Kingdom

About the role

• Manager overseeing complex client administration for Private Wealth Services at Ogier. Leading a dedicated team and ensuring compliance with policies and regulations while enhancing service delivery.

Responsibilities

• Manage the formation and ongoing administration of a portfolio of clients with more complex requirements, working closely with the Associate Director/Director and other managers in the team
• Act as a higher authority on day-to-day administration queries and as 4-eyes review, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
• Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
• Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
• Act as a mentor, supervise and assist in the training and development of staff
• Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
• Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping
• Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager
• Act as a role model through effective positive leadership behaviours

Requirements

• A strong background in administration services with at least 6 years relevant experience
• Considerable practical experience, supported by a relevant professional qualification such as CGI or STEP
• Ability to provide sound and commercial advice
• You'll have a high level of attention to detail, excellent written and verbal communication and be motivated to achieve excellence for the client and team, producing the best results in our changing environment. Excellent written and verbal communication
• A strong working knowledge of Viewpoint would be advantageous