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Permanent

Private Clients Manager

Edinburgh
money-bag 10000-500000 Annual
3080235519
Posted 3 days ago

Manager Job PurposeWe are looking for a Manager to take on a senior leadership role within the Private Client division, providing strategic direction while leading and developing a high-performing team. This role offers the opportunity to shape the operational approach of the department, lead key client relationships, and contribute directly to the overall success of the business within a dynamic and rewarding environment. The position is responsible for guiding the Private Client team to deliver outstanding service, maintain strong operational efficiency, and support sustained business growth. You will oversee people, processes, and performance to ensure strategic objectives are met, company standards are upheld, and the division continues to perform at a high level.Key AccountabilitiesDevelop and deliver the team''s business plan and present it at the annual conference.Provide motivational leadership to support business growth and client happiness.Establish renewal strategies and ensure appropriate insurance advice is given.Lead team costs and support profitability and income growth.Direct recruitment and retention efforts according to Group policies.Set SMART objectives and conduct regular performance reviews.Ensure compliance with regulatory principles and internal policies.Identify and communicate business risks and strategic opportunities.Prepare and submit reports within required timescales.Run effective team meetings and ensure follow-up on actions.Lead divisional ..... full job details .....

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