Financial Services

Private Client Services Manager

Financial Services
ID #

Private Client Services Manager

Full Time

Our client is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations, and institutional clients.

As a Manager in the Private Client segment, you will oversee and manage a team that provides high-quality administration, fiduciary services/accounting, VAT and VIES reporting services to high-net-worth families, individuals, and institutional clients. Your role will include providing accounting and investment reporting to clients, partaking in client relationship management, team leadership, strategic planning, and ensuring compliance with legal and regulatory requirements.

Job Description

Client Relationship Management

  • Develop and maintain strong relationships with clients and their advisors
  • Understand clients' financial, business, and administrative goals, risk tolerance, and preferences
  • Coordinate with the client or advisors to reach and go above the goals and expectations of the client
  • Resolve client inquiries, concerns, and requests promptly and professionally
  • Be responsible for the profitability of the mandate as well as the invoicing and collection from the client

Team Leadership

  • Lead and manage a team of professionals
  • Set performance targets, conduct performance evaluations, and facilitate professional development opportunities
  • Provide guidance, mentorship, and ongoing training to enhance team capabilities
  • Foster a collaborative, entrepreneurial, and client-centric culture within the team

Strategic Planning and Business Development

  • Develop and execute strategic plans to expand the client base and grow the business
  • Identify opportunities to enhance service offerings and meet evolving client needs
  • Collaborate with marketing and business development teams to implement client acquisition strategies
  • Participate in industry events, conferences, and networking opportunities to promote services

Accounting and Investment reporting services

  • Manage a portfolio of clients, acting internally as the direct point of contact for client relationship partners in Cyprus, Switzerland, and Dubai
  • Responsible for maintaining and improving productivity and the profitability of the team, meeting budget and quality targets
  • Maintain the highest quality standards in communication, adhering strictly to internal policies, processes, and procedures including monitoring timely filings of regulatory reports (CRS/FATCA)
  • Undertake ad hoc projects as and when assigned utilizing own knowledge and effectively managing them to completion

Reporting and Compliance

  • At all times ensure compliance and best practice corporate governance of the entities of the mandate
  • Adhere to laws, regulations, memos, and similar advice from regulators always
  • Ensure accurate and timely reporting to clients, regulators, and internal stakeholders
  • Stay updated on industry trends, changes in laws and regulations, and best practices
  • Implement and enforce internal policies and procedures to ensure compliance and mitigate risks

Your Profile

  • Bachelor's degree in finance, business administration, or a related field
  • Extensive experience in accounting, finance, and audit
  • Solid understanding of legal and regulatory requirements in the trust and fiduciary services industry
  • Strong knowledge of trust and fiduciary laws, tax planning, and estate planning
  • Strong integrity and living by the ethics of the company
  • Excellent leadership and team management skills
  • Exceptional interpersonal and communication skills to build and maintain client relationships effectively
  • Analytical mindset with the ability to interpret complex situations and provide strategic recommendations
  • Entrepreneurial and innovative mindset
  • Proficiency in performing in a digital work environment, using various digital tools and financial report systems


  • 13th Salary
  • Flexible working hours
  • Provident fund after completion of probation period
  • 25 days annual leave + Bank Holidays
  • Modern offices, with an open floor plan
HR Innovate is an equal opportunity Recruiting Agency and value diversity in the Company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

Apply for this position

Accepted file types: pdf, doc, docx, odt, Max. file size: 2 MB.
This field is for validation purposes and should be left unchanged.

Sign up for our newsletter

Sign Up to get the latest vacancies.

HR Innovate Cyprus
Your portal to the best jobs in Cyprus and abroad


Nicosia: +357 22 000174
Limassol: +357 25 255955
United Kingdom: +44 20 7183 9931

Hours of Operations

Monday - Thursday: 9am - 5pm
Friday: 9am - 1pm
GDPR - HR Innovate Cyprus
HR Innovate is committed to protecting your personal data.
Copyright © 2024 HR Innovate. All rights reserved. Website created by ruxbo