Assistant Manager,
Private Client

This role is suited to highly experienced professionals who bring advanced specialist and technical expertise while effectively leading diverse teams and resources. Responsibilities include analysing complex client needs, identifying emerging trends, and shaping innovative, commercially sound solutions where none are immediately evident. The role demands a high level of accountability for the quality, accuracy and professionalism of service delivery, exercising sound judgement within established policies and frameworks. Success in this position requires exceptional planning and organisational capability, ensuring both individual and team activities are strategically aligned and seamlessly coordinated across multiple areas of the business to support the Company’s overall objectives.

Jersey - Channel Islands

Principal Accountabilities: -

Management of client portfolio in a professional manner.
To assist in the management and development of team members.
To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes in a timely manner.
Delegate to colleagues and give technical advice where appropriate.
To control and manage periodic accounts on a client portfolio.
To prioritise work on structures.
To review clients’ investment portfolios.
To prepare for and attend meetings with clients and directors.
To seek legal assistance in relation to drafting legal complex documents.
Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc as and when appropriate.
To cover Associate Director’s/Team manager’s portfolio of clients in absence for holidays/sickness.
To be responsible for the activities of team members who report to him/her.
To observe CDD and EDD at all times.
To assist with management of team’s financial matters.
To maintain client confidentiality at all times.
To be responsible at all times to the directors.
To record all time on the Company’s time recording system and ensure narrative is clear.
Achieve financial targets as determined by management.
Such other duties as the management may at times reasonably require.

The type of person we are looking for:

Proven experience in trust and company administration, financial services or legal services environment.  
Excellent understanding of trust structures, and regulatory requirements (especially JFSC regulations).
Hold a professional qualification in STEP, CGI or equivalent. 
Ability to manage a team and mentor junior members.
Excellent communication skills.

Assistant Manager, Private Client

Assistant Manager,
Private Client