Private Client & Family Office Lead

CO_AFSJLL Apex Financial Services (Jersey) Limited; United Kingdom; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Global exposure

Cross‑jurisdiction experience

Senior management interaction

Job summary

Apex Group is seeking an Assistant Manager for Private Clients & Family Office, based in Jersey. You will autonomously administer a portfolio of complex clients, lead a team, and support the Manager in delivering high-quality client service in a regulated environment.

The role emphasizes governance, board meeting preparation, and compliance with legal requirements. You will interact with senior management and contribute to process improvements within cross-jurisdictional teams.

Qualifications

• Hold or be working towards a professional qualification recognised by the JFSC.
• Excellent understanding of trust and company administration.
• Strong knowledge of applicable laws and regulatory concepts.
• Proven analytical and problem-solving abilities.
• Ability to mentor and develop team members and delegation skills.

Responsibilities

• Provide trust and company administration services for allocated portfolios.
• Manage and support the team, deputising in the Manager's absence.
• Draft and review documentation for JFSC and clients.
• Maintain accurate time and billing records and meet chargeable targets.
• Develop client relationships and ensure timely fee notes.
• Ensure compliance with Apex policies and regulatory requirements.
• Prepare board packs, meetings minutes, and regulatory returns.
• Assist with training and development of junior staff.

Skills

Professional qualification (JFSC)

Trust & company administration

Regulatory knowledge

Analytical abilities

Mentoring & coaching

Job description

Apex Group is seeking an Assistant Manager for Private Clients & Family Office, based in Jersey. You will autonomously administer a portfolio of complex clients, lead a team, and support the Manager in delivering high-quality client service in a regulated environment.

The role emphasizes governance, board meeting preparation, and compliance with legal requirements. You will interact with senior management and contribute to process improvements within cross-jurisdictional teams.