Our established Trust client is seeking an Assistant Manager, Private Clients to support in leading and overseeing the day-to-day administrative activity of the Private Client team driving a client focused, compliant and commercial approach embedding the Group’s vision, mission, strategic goals and culture. Responsibilities will include relationship management of a primary complex client casebook ensuring expectations are understood and met and that service levels are consistently high, working with limited day-to-day supervision. You will also provide technical support, guidance and effective coaching to less experienced team members, support the team with meeting key performance and risk indicators and have an understanding of legislation, the regulatory framework and a good working comprehension of tax matters impacting the group and its client entities / structures.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email email@example.com or by calling 01534 729996, alternatively you can submit your CV to our team by clicking here. Please feel assured that all enquiries will be treated with the utmost discretion.