Assistant Manager, Private Clients

jobs.jerseyeveningpost.com-job boards; Jersey Marine; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A financial services provider in Jersey is seeking an Assistant Manager to join their Private Client team. The role focuses on managing client portfolios for wealthy families and businesses, delivering exceptional service, and mentoring junior colleagues. Candidates should have proven trust administration experience and be studying for or holding a CGI/STEP qualification. The position offers a hybrid working model with operational improvement opportunities, ideal for proactive individuals looking to advance their careers.

Qualifications

• Experience in managing client portfolios and providing expertise on trusts.
• Studying or holding CGI/STEP qualification.
• Proactive personality with a strong academic background.

Responsibilities

• Manage client portfolios effectively.
• Provide technical expertise on trusts.
• Build and maintain strong client relationships.
• Identify opportunities for operational improvements.
• Support financial processes within the team.
• Mentor junior team members.

Skills

Proven trust administration experience

Client relationship management

Operational efficiency improvement

Education

CGI/STEP qualification

Job description

Assistant Manager – Private Client

Location: Jersey | Contract: Permanent, Hybrid/Onsite | Hours: 35 per week

Join our Private Client team in Jersey, supporting wealthy families, family offices, and owner-managed businesses. You’ll manage a portfolio of trust structures, deliver exceptional service, mentor junior colleagues, and drive operational improvements.

Key Responsibilities

• Manage client portfolios
• Provide technical expertise on trusts
• Build strong client relationships
• Improve operational efficiency
• Support financial processes
• Mentor team members
• Identify cross-selling opportunities

Your Profile

• Proven trust administration experience
• Studying or holding CGI/STEP qualification
• Proactive, independent, and strong academic background