Private Wealth Assistant Manager – Team Lead

Ogier; Saint Helier; On-site; GBP 70,000 - 110,000; Full time

Job summary

Ogier Global Private Wealth Services in Jersey is seeking an Assistant Manager to oversee a team of administrators delivering tailored private wealth services to a global portfolio of UHNW individuals, family offices and charities. The role requires at least five years’ experience in Private Wealth or Trust with strong regulatory knowledge, excellent communication skills, and a leadership mindset.

You will work closely with the Director and managers to maintain client relationships and drive

Qualifications

• Five+ years of relevant Private Wealth or Trust experience.
• Professional qualification such as ICSA or STEP.
• Excellent written and verbal communication skills.
• Strong technical knowledge of applicable laws and regulatory requirements.
• Attention to detail and commitment to client service excellence.

Responsibilities

• Oversee a team of administrators delivering private wealth services.
• Manage complex client matters and ensure high-quality service.
• Assist in meetings, minutes, and resolutions for Trusts, Companies, Foundations.
• Mentor staff and drive process improvements and policy compliance.
• Ensure compliance with anti-money laundering and related regulations.

Skills

Private Wealth

Trust services

Regulatory compliance

Client service

Education

ICSA

STEP

Tools

Viewpoint

Job description

Ogier Global Private Wealth Services in Jersey is seeking an Assistant Manager to oversee a team of administrators delivering tailored private wealth services to a global portfolio of UHNW individuals, family offices and charities. The role requires at least five years’ experience in Private Wealth or Trust with strong regulatory knowledge, excellent communication skills, and a leadership mindset.

You will work closely with the Director and managers to maintain client relationships and drive