Assistant Manager, Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading professional services firm is seeking an experienced Assistant Manager for their Private Wealth team. The role involves overseeing a team, managing complex structures, and enhancing client relationships. The ideal candidate will have significant experience in private wealth administration and a strong client-focused mindset.

Benefits

Collaborative culture

Leadership encouragement

Qualifications

• Minimum 5 years' experience in private wealth or trust administration.
• Strong technical understanding of relevant statutory laws and regulatory requirements.

Responsibilities

• Manage transactions for trusts, companies, foundations, and asset-holding structures.
• Supervise, mentor and support the training and development of junior staff.

Skills

Communication

Attention to Detail

Client-focused Mindset

Education

ICSA

STEP

Tools

Viewpoint

Job description

Our client is seeking an experienced Assistant Manager to join their Private Wealth team on a full-time basis. This role is responsible for overseeing a team of administrators and delivering bespoke Private Wealth services to a global client base including Ultra High Net Worth Individuals, Family Offices, and Charities. The successful candidate will manage complex structures, contribute to team development, and work closely with senior management to enhance client relationships and service delivery.

Job Duties:

• Manage transactions for a broad range of trusts, companies, foundations, and asset-holding structures
• Organise and attend client meetings, drafting complex minutes and resolutions
• Act as a senior point of contact for day-to-day administrative queries and provide 4-eyes sign-off
• Ensure adherence to internal policies and procedures while delivering high-quality client service
• Champion continuous improvement through process analysis and support of best practice initiatives
• Supervise, mentor and support the training and development of junior staff
• Identify and implement improvements to policies, procedures and service delivery
• Ensure team compliance with relevant laws, regulations and internal procedures including anti-money laundering and client due diligence
• Provide effective leadership and act as a positive role model within the team

Job Requirements:

• Minimum 5 years' experience in private wealth or trust administration
• Strong technical understanding of relevant statutory laws and regulatory requirements
• Professional qualification such as ICSA or STEP
• Excellent verbal and written communication skills
• Client-focused mindset with a solutions-driven approach
• Strong attention to detail and commitment to high standards
• Ability to provide sound, commercially focused advice
• Knowledge of Viewpoint software would be advantageous

What You'll Love:

Our client offers a collaborative, people-first culture where talent is nurtured and leadership is encouraged at all levels. With a global client base and an inclusive approach to innovation, this is a fantastic opportunity to grow within a forward-thinking and well-respected professional services firm.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here