Temporary Assistant Manager, Private Wealth - 12 months

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a dynamic and forward-thinking company as an Assistant Manager in the Private Wealth department. This exciting role involves managing a diverse portfolio of clients, mentoring junior team members, and driving operational excellence. You'll have the opportunity to make a significant impact over a 12-month contract while developing your leadership skills in a collaborative environment. If you are a qualified professional with a strong understanding of fiduciary responsibilities and a passion for exceptional client service, this is the perfect opportunity for you to thrive and grow.

Qualifications

• 5+ years' experience in the trust and fiduciary industry.
• Strong understanding of fiduciary duties and regulatory frameworks.

Responsibilities

• Administer a complex portfolio of client structures requiring senior expertise.
• Support the Manager in overseeing the client administration team.

Skills

Leadership Skills

Fiduciary Responsibilities

Analytical Skills

Communication Skills

Organizational Skills

Problem-Solving Skills

Interpersonal Skills

Education

ICSA or STEP Diploma

Relevant Professional Qualification

Tools

Microsoft Office

Job description

Our client is seeking an experienced and driven Assistant Manager to join their Private Wealth department on a full-time, temporary basis for 12 months. This position is based in Jersey and will involve managing a complex portfolio of clients, providing support to senior management, mentoring junior team members, and driving operational excellence. This role suits a STEP or ICSA-qualified professional with strong leadership skills and a solid understanding of fiduciary responsibilities.

Job Duties:

• Administer a complex and diverse portfolio of client structures requiring senior technical expertise.
• Support the Manager in overseeing the client administration team, providing guidance and mentorship.
• Actively contribute to process improvement initiatives and ensure operational excellence across client portfolios.
• Assist with the onboarding of new clients and ensure smooth integration into the team's workflow.
• Provide cover and deputise for the Manager as required, including attending meetings and handling escalations.
• Participate in business development by identifying opportunities within the client base and assisting with follow-ups.
• Support with reviewing fee arrangements and maximising recovery of work in progress and fee collection.
• Drive awareness of financial and operational KPIs, including cash collection, debtor management and profitability.
• Ensure compliance with regulatory requirements, internal procedures, and risk management frameworks.
• Encourage professional development within the team, helping individuals meet their career objectives.
• Deliver a high standard of client service that aligns with the company's core values and exceeds expectations.
• Maintain strong internal and external relationships to support team cohesion and business growth.
• Participate in training and development initiatives, contributing to a knowledge-sharing culture.

Job Requirements:

• ICSA or STEP Diploma qualified, or other relevant professional qualification.
• Minimum of 5 years' experience within the trust and fiduciary industry.
• Strong understanding of fiduciary duties, trust company business, and regulatory frameworks.
• Proven ability to administer complex trust and company structures.
• Sound knowledge of industry best practices and relevant legal frameworks, including tax considerations.
• Demonstrated leadership and mentoring skills.
• Commercially minded with the ability to manage financial performance indicators.
• Excellent organisational and communication skills.
• Analytical and numerate, with a methodical approach to problem-solving.
• Proficient in Microsoft Office and other relevant IT systems.
• Resilient and able to manage competing priorities in a fast-paced environment.
• Approachable team player with strong interpersonal and influencing skills.
• High level of integrity and a strong sense of professional responsibility.

What You'll Love:
You will join a collaborative and forward-thinking environment where operational excellence, professional development, and exceptional client service are at the heart of everything. This is a fantastic opportunity to gain leadership experience within a dynamic team and make a measurable impact over the course of a 12-month contract.

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