Assistant Manager,
Private Client

We are looking for an enthusiastic and talented Assistant Manager to join our Private Client team in Jersey. In this role, you will be responsible for managing a diverse portfolio of clients, delivering outstanding company and trust administration services while also playing a vital role in mentoring and developing the team.

Jersey - Channel Islands

career-private-client
Join the Hawksford team

Before you apply

Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

 

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 assist with management of team’s financial matters and 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.


To find out more or have a confidential discussion, please email recruitment@hawksford.com or call +44 1534 740000.

 

*£1,000 for successful direct applicants – Jersey Applications only

If you apply directly for this position (not via an agency or other introduction) you will receive £1,000 upon successfully completion of your probation period.

*This offer is currently available on Jersey opportunities only.