Assistant Manager, Private Client

jobs.jerseyeveningpost.com-job boards; Saint Helier; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Private pension

Private medical insurance

Hybrid work arrangements

Salary reviews

Career development

Job summary

Jersey Evening Post is seeking a full-time Assistant Manager to join the Private Client team in St Helier, Jersey. You will manage a select portfolio of high-net-worth individuals, supporting their investment and philanthropic activities with exceptional personal service.

Responsibilities include client relationship management, regulatory compliance, and mentoring junior staff. The role offers hybrid working, a private pension, private medical insurance, and regular salary reviews to support

Qualifications

• 3+ years' experience in trust and company administration within financial services.
• Educated to A level or degree standard.
• Willing to undertake professional qualifications such as STEP or CGI.

Responsibilities

• Manage administration and accounting for a portfolio of high-net-worth clients and structures.
• Build trusted relationships with clients and advisers, delivering responsive, high-quality service.
• Ensure compliance with regulatory requirements, internal policies and risk management standards.
• Coordinate client reviews, monitor deadlines, and maintain accurate records.
• Mentor junior team members and contribute to a collaborative, high-performing team.

Skills

Client service

Regulatory awareness

Education

A level or degree

STEP/CGI qualification

Job description

Our client is seeking a full-time Assistant Manager to join their Private Client team in St Helier, Jersey. This role presents an exciting opportunity for an ambitious and client-focused professional to manage a select portfolio of high-net-worth individuals. You will play a key part in supporting their investment and philanthropic activities while providing an exceptional level of personal service. The position offers the chance to build strong client relationships, take ownership of key responsibilities, and work alongside experienced colleagues in a collaborative environment that promotes learning, development, and career progression.

JOB DUTIES:

• Manage the administration and accounting requirements for a portfolio of high-net-worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and addressing day-to-day requests.
• Ensure client matters are administered in accordance with regulatory requirements, internal policies, and risk management standards.
• Coordinate client reviews, monitor key deadlines, and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing team environment.

JOB REQUIREMENTS:

• Educated to A level or to degree standard.
• Ideally, you will have completed or be willing to undertake a professional or relevant qualification such as STEP, CGI, or similar.
• Minimum of 3 years' experience in trust and company administration or within a financial services environment is essential.
• Strong knowledge and understanding of client-centric service principles.

WHAT YOU'LL LOVE:

This role offers a competitive salary, hybrid working arrangements, a private pension plan, and private medical insurance. You will also benefit from annual salary reviews and the opportunity for continuous professional growth in a supportive environment.