Assistant Manager - Private Clients

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading fiduciary provider in the UK is looking for an Assistant Trust Manager to effectively administer a client portfolio. The candidate will develop relationships with clients and intermediaries and assist in training junior team members. Strong communication and a relevant professional qualification are essential for this role. The position is ideal for someone with a solid trust and company administration background and leadership qualities.

Qualifications

• Comprehensive understanding of trust company business administration.
• Good technical knowledge of legislative, compliance, and regulatory requirements.
• Relevant experience dealing with Private Clients.

Responsibilities

• Administer a varied client portfolio effectively and efficiently.
• Develop and maintain relationships with clients and intermediaries.
• Assist in the training and development of junior team members.

Skills

Strong communication skills

Organisational skills

Client relationship management

Education

Relevant professional qualification

Job description

Overview

We are seeking a candidate with a solid trust and company administration background coupled with supervisory ability and leadership qualities to join our client as an Assistant Trust Manager.

The successful candidate will join the Private Clients team of a well respected fiduciary provider where you will take responsibility for the effective and efficient administration of a varied client portfolio, developing and maintaining relationships with clients and intermediaries and assisting in the training and development of junior team members.

Responsibilities

• Administer a varied client portfolio effectively and efficiently.
• Develop and maintain relationships with clients and intermediaries.
• Assist in the training and development of junior team members.

Qualifications

• Strong communication, organisational and client relationship management skills.
• Comprehensive understanding and good technical knowledge of trust company business administration, legislative, compliance and regulatory requirements.
• Relevant experience dealing with Private Clients.
• Hold or be studying towards a relevant professional qualification.

How to apply

Please email your CV to our talent team at [e-mail]. Please note this is the preferred application method for this role.