The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Manager – Private Clients & Family Office

The role

We are seeking a Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a varied and fast paced portfolio of clients.

The team You’ll be working in the Private Client & Family Office team in Jersey. As a Manager you will play an important role in the delivery of bespoke client services. Through strong partnership at every stage of their journey our collegiate efforts help manage, preserve and grow the wealth of our clients,. We have a great team and a growing business but need your help to keep the momentum.

Job Specification

• To have ownership and responsibility for a team of people who administer a portfolio of trusts, foundations and companies
• Responsibility for the mentoring and training of your team, and ensuring a four-eye principle is applied
• Personal Development: ensure continual personal & team improvement in technical & commercial awareness
• Acting as a channel of communication for upward and downward feedback
• To build relationships with your team, intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact.
• To identify cross-sell opportunities and services from across the Apex Single Source Solution to our clients
• Effective management of working capital requirements of the business, including WIP management including recoverability, billing, prompt fee collection, and effective management of staff productivity & utilisation
• Develop excellent client relationships fostering client retention and referrals leading to new business
• Meet business targets as established within the risk framework
• Maintain awareness of risks involved in administration activity and clearly understand risks involved in activities carried out and with respect to team’s client portfolio
• To assist with the client acceptance process, including involvement at a client enquiry stage, and discussion with colleagues on client acceptance considerations
• Monitoring and ensuring the team comply with the Company’s Policies and Procedures. Ensuring relevant KPIs are monitored and met on a regular basis
• Responsibility for maintaining data integrity
• Proactively identify existing and emerging risks in client portfolio
• Work with the Client Director to build strong & lasting relationships with clients & intermediaries within portfolio through demonstration of competence, efficiency and knowledge
• Demonstrate the ability to create, monitor and maintain effective communication links with clients
• Manage, meet or exceed client expectations
• Demonstrate understanding of clients’ needs and issues
• Actively encourage maintenance of high client service standards from the team and monitor output to ensure consistent quality

Skills & Knowledge Required

• Hold a professional qualification recognised by the JFSC
• Have excellent knowledge and understanding of offshore trust and company administration gained through previous experience in similar organisations
• Proven knowledge of appropriate Jersey legislation and regulation with the ability to demonstrate both compliance, risk and audit awareness.
• To identify and analyse issues, develop solutions
• Ability to motivate the team, initiate and manage change
• To present ideas in a user-friendly, business-friendly and technical manner
• Prioritise and execute tasks effectively in a fast paced, high energy environment
• Have experience of managing and/or assisting in the management of a team
• The ability to delegate, coach and mentor members of the team
• Act as a role model for other team members and others within the business
• Ability to communicate at all levels
• Strong organisational skills

Desirables

• Business development experience
• Broad knowledge of other fiduciary services

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business
• Exposure to all aspects of the business in Jersey and cross-jurisdiction and to work with senior management directly

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.