Private Client Manager

3 days ago


Larnaca, Larnaka, Cyprus GRS Recruitment Full time

Private Clients Manager sought to lead high-net-worth client relationships and team management in a dynamic international Professional Services Company.

Main Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients and their advisors.
  • Client Understanding: Understand clients' financial, business, and administrative goals, risk tolerance, and preferences.
  • Goal Coordination: Coordinate with the client or his/her advisors to reach and go above the goals and expectation of the client.
  • Client Inquiries: Resolve client inquiries, concerns, and requests promptly and professionally.
  • Team Leadership: Lead and manage a team of professionals.
  • Performance Management: Set performance targets, conduct performance evaluations, and facilitate professional development opportunities.
  • Culture Development: Foster a collaborative, entrepreneurial and client-centric culture within the team.
  • Business Growth: Develop and execute strategic plans to expand the client base and grow the business.
  • Service Enhancement: Identify opportunities to enhance service offerings and meet evolving client needs.
  • Compliance: Oversee the administration of mandates, ensuring compliance and best practice with legal and regulatory requirements.
Candidate Profile
  • Education: Bachelor's degree in finance, business administration, or a related field. Advanced degree or professional certifications will be considered as a plus.
  • Experience: Extensive experience in fiduciary services, with a focus on high-net-worth clients.
  • Skills: Solid understanding of legal and regulatory requirements in the trust and fiduciary services industry. Strong knowledge of trust and fiduciary laws, tax planning, estate planning.
  • Leadership: Excellent leadership and team management skills, with the ability to inspire and motivate a team.
  • Communication: Exceptional interpersonal and communication skills to build and maintain client relationships effectively.
  • Analytical: Analytical mindset with the ability to interpret complex situations and provide strategic recommendations.
  • Integrity: Strong integrity of character.
Company Benefits
  • Salary: 13th salary
  • Bonuses: Annual bonuses
  • Provident Fund: Provident Fund
  • Flexible Working Hours: Flexible working hours
  • Gym Membership: Gym membership
  • Annual Leave: 25 days annual leave


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