Senior Manager (Private Clients)

Responsibilities

• Client leadership — Lead a diverse client portfolio with strong commercial focus, relationship management, and delivery against financial targets.
• Client engagement — Build long‑term client relationships through proactive meetings, professionalism, and trust, reducing churn.
• Escalation management — Serve as the senior escalation point for complex technical, service, and sales issues.
• Operational excellence — Coach team members to deliver a client‑centric service and maintain accurate, complete data.
• Risk and compliance — Ensure effective controls, regulatory compliance, and identify opportunities for process improvement.
• Fiduciary development — Develop capability to act as a director on client boards in line with statutory requirements.
• Project contribution — Participate in projects, generating innovative ideas and constructively challenging existing processes.
• Financial management — Drive profitability through strong financial discipline, including oversight of fee proposals, resourcing, time recording, invoicing, collections, and cost control.
• Profitability review — Regularly assess entity‑level profitability and support required remedial actions.