Summary and Overview

• Senior Manager, Private Wealth & Family Office

• Guernsey

• Permanent

• Full Time

• Competitive Salary & Benefits

We are looking for an experienced Senior Manager, Private Wealth & Family Office to manage a portfolio of complex client relationships while leading a team to deliver high quality private wealth administration and governance services.

This role combines strong technical expertise, leadership capability and client relationship management. The successful candidate will support the Associate Director/Director in achieving business objectives through effective team leadership, client service excellence and operational efficiency.

A key focus of the role is ensuring the team operates in line with Group standards and local regulatory requirements, while identifying opportunities to strengthen and expand client relationships across jurisdictions and service lines.

The role may also include acting as a director on client entities or serving as a signatory/controlled function, demonstrating sound fiduciary responsibility and governance awareness.

Key Responsibilities

Client Relationship Management & Business Growth

• Manage a portfolio of complex client entities, ensuring high standards of service delivery, accuracy and responsiveness

• Build and maintain strong client relationships while identifying opportunities to expand services

• Support cross selling opportunities across jurisdictions and service lines

• Assist the Associate Director/Director in driving portfolio performance

• Participate in new business onboarding and client transitions

• Contribute to proposals, fee quotes and client presentations

• Act as a key point of contact for clients, intermediaries and professional advisors

Leadership & Culture

• Lead, motivate and develop a team of Managers, Assistant Managers and Associates

• Foster a culture of accountability, collaboration and continuous improvement

• Work closely with colleagues across jurisdictions and service lines to deliver a consistent client experience

• Support team development through coaching, mentoring and regular feedback

• Role model organisational values and promote an inclusive, supportive working environment

Operational Delivery & Governance

• Oversee day to day client administration, ensuring work meets legal, regulatory and internal standards

• Act as a director on client entities or hold signatory/controlled functions where required

• Review complex transactions, agreements and private wealth documentation

• Ensure risk management, AML/CFT and compliance policies are applied consistently

• Drive operational efficiency through process improvement, technology and standardisation

• Manage workflow, priorities and resources to ensure timely, high quality delivery

• Support audits, internal reviews and compliance checks, addressing findings where required

• Oversee the governance of new client onboarding, ensuring all acceptance processes meet internal policies, due diligence standards and regulatory requirements

What will you need to succeed in this role?

As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

Essential

• 6–8 years’ experience in trust, company or fiduciary administration

• Professional qualification (STEP, CGIUKI or equivalent) or working toward completion

• Experience supervising, mentoring or leading a team

• Strong understanding of fiduciary principles, company law and regulatory obligations

• Proven experience managing a portfolio of complex client structures

Desirable

• Experience working across multiple jurisdictions

• Exposure to private office or family governance services

• Familiarity with billing systems, trust administration software and document management tools

• Experience driving operational improvements or efficiency initiatives

Personal attributes which would be seen in the ideal applicant include;

• Commercial awareness with a focus on portfolio performance

• Highly organised with strong attention to detail

• Excellent client relationship and communication skills

• Professional, discreet and accountable

• Adaptable and resilient in a fast paced environment

• Strong leadership and mentoring capability

Equiom Group – Let’s Achieve More, Together

For over 45 years, we’ve been helping high net worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, and corporate clients as they navigate the ever changing business landscape.

We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected, offering exceptional, tailored end to end services to protect wealth and support business success. Our approach is personal, proactive and built on strong, lasting relationships.

As a growing business, we’re always evolving, embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.

Thinking of applying?

If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay, reach out for a confidential chat and we’ll talk it through together.

Everyone’s welcome at Equiom

We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.