Assistant Manager, Private Wealth

Maven Partners International; Regno Unito; Ibrido; GBP 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

We’re partnering with a highly regarded private wealth business in Jersey seeking an experienced Trust professional to join its sizeable team, ideally at Assistant Manager level, though a strong Senior Administrator ready to progress will also be considered.

You will oversee day-to-day trust and fiduciary administration across a broad portfolio, mentor junior staff, and help drive process improvements while ensuring compliance and client service excellence in a hybrid working environment.

Competenze

• 5 years experience within Private Wealth or trust and fiduciary administration.
• STEP/ICSA qualifications (or studying towards) preferred.
• Familiarity with regulatory frameworks and strong attention to detail.
• Good understanding of risk awareness, due diligence and AML requirements.

Mansioni

• Oversee all aspects of transaction management and day-to-day administration across trusts, companies, foundations and asset-holding structures.
• Organise and attend client meetings, draft minutes and trustee resolutions and other documentation.
• Act as a reference for day-to-day administration queries and guidance to teammates.
• Undertake four-eyes signatory responsibilities, ensuring policies and procedures are followed.
• Mentor, supervise and support the training and development of junior team members.
• Identify and implement opportunities for process improvements and service delivery enhancements.
• Promote compliance and ensure adherence to laws, regulations and internal policies.
• Maintain controls related to AML, suspicious activity reporting and client due diligence.

Conoscenze

Organisational skills

Client relationship management

Professional communication

Ambition to grow

Formazione

STEP/ICSA qualifications (or studying towards)

Descrizione del lavoro

We’re partnering with a highly respected private wealth business in Jersey seeking an experienced Trust professional to join its sizeable and well-established team, ideally at Assistant Manager level, although a strong Senior Administrator looking to take the next step will also be considered.

The team manages an exceptionally broad portfolio of trusts, companies, foundations and asset-holding structures across a wide range of asset classes for a global UHNW client base. Reporting directly to a Senior Manager, this is an excellent opportunity to take on greater responsibility, oversee complex administration, develop client relationships and play an active role in supporting and mentoring colleagues. With a supportive working culture, hybrid working and a strong focus on continuous improvement, this is an attractive opportunity to further develop your career within a leading private wealth business.

KEY RESPONSIBILITIES:

• Oversee all aspects of transaction management and day-to-day administration across a broad range of trusts, companies, foundations and asset-holding structures
• Organise and attend client meetings, preparing agendas and drafting more complex minutes, trustee resolutions and other relevant documentation
• Act as a point of reference for day-to-day administration queries, providing guidance and support to colleagues across the team
• Undertake four-eyes signatory responsibilities, ensuring company policies, procedures and guidelines are followed
• Mentor, supervise and support the training and development of junior team members
• Identify and implement opportunities for process improvements, including enhancements to policies, procedures and service delivery to improve the overall client experience
• Promote a strong culture of compliance, ensuring the team understands and adheres to all applicable laws, regulations and internal policies and procedures
• Ensure appropriate controls are maintained in relation to anti-money laundering and terrorist financing, suspicious activity reporting, client due diligence and record keeping

QUALIFICATIONS AND EXPERIENCE:

• 5 years experience within Private Wealth or trust and fiduciary administration
• STEP/ICSA qualifications (or studying towards) are preferred but not essential
• Familiarity with relevant regulatory frameworks and strong attention to detail
• Good understanding of risk awareness, due diligence and AML requirements

SKILLS AND ATTRIBUTES:

• Strong organisational skills and ability to prioritise a busy workload
• Professional and confident communicator with clients and colleagues
• A genuine interest in building client relationships and delivering excellent service
• Ambition to grow and progress within a trusted and stable business
• Must be Entitled or Entitled to work in Jersey