PRIVATE CLIENT MANAGER

Team Manager: Private Client Operations Location: Edinburgh (Hybrid: 3 days Office / 2 days Home) Team Size: 14 Account Handlers Package: £50 - £60 K + Benefits The Opportunity: Lead the Engine Room of Private Wealth Our client is a global, employee-owned insurance leader that prioritizes people over policy numbers. We are seeking an operational Team Manager to lead, mentor, and elevate a high-performing team of 14 Private Client Account Handlers in our Edinburgh hub. This isn''t a "back-seat" management role. You will be the cultural and technical heartbeat of the team, ensuring that our High-Net-Worth (HNW) clients receive a gold-standard service while fostering an environment where your handlers can thrive, develop, and progress. People Leadership and Coaching Team Orchestration: Lead and inspire a team of 14 Account Handlers, managing day-to-day workflows to ensure seamless client service. Talent Development: Conduct regular 1-to-1s and coaching sessions. You will identify training gaps and mentor handlers through their CII qualification journeys. Performance Management: Set clear KPIs and SMART objectives, ensuring the team stays motivated and aligned with the firm s "client-first" ethos. Recruitment and Onboarding: Lead the hiring process for new talent and ensure a best-in-class integration into the team. Operational Excellence Workflow Management: Oversight of the renewal cycle, mid-term adjustments (MTAs), and new business processing to ensure 100% ..... full job details .....