Our client is seeking an Assistant Manager or Manager to join their growing Private Wealth team on a full-time, permanent basis. This role focuses on managing a niche portfolio of ultra-high net worth clients, administering complex structures such as discretionary trusts, foundations, and private trustee companies. The successful candidate will play a key role in client delivery, team development, and relationship management within a collaborative, high-performing environment.
Job Duties:
- Administer a complex portfolio of ultra-high net worth clients, ensuring delivery of high-quality fiduciary and corporate services
- Provide technical guidance and mentoring to colleagues, supporting their development and service delivery
- Prepare transactions and matters for trustee or director review in a complete and timely manner
- Maintain strong communication with senior managers regarding key actions, decisions, and risks
- Manage client expectations effectively while nurturing valuable relationships to promote repeat business
- Delegate appropriately to maximise resources and maintain high service standards across the team
- Ensure compliance with internal policies and procedures, identifying and addressing any gaps or risks
- Collaborate with the risk and compliance team to ensure accurate client due diligence and up-to-date reviews
- Liaise with other departments across the wider firm as needed to support client demands
- Assist with data integrity, annual reviews, billing processes, and the collection of outstanding fees
- Keep personal CPD up to date and maintain any professional qualifications as required
Job Requirements:
- Demonstrated experience in private client or private wealth services, managing similar structures
- Relevant professional qualification such as STEP or ICSA/CGI (or working towards one)
- Strong knowledge of Microsoft Office and legal industry software such as Document Management Systems or Viewpoint
- Proactive and well-organised with strong attention to detail
- Excellent communication and interpersonal skills, with the ability to build relationships internally and externally
- A collaborative team player who contributes to a dynamic and proactive working environment
What You’ll Love:
Our client is a forward-thinking professional services firm with a strong reputation for excellence, innovation, and inclusivity. They are proud of their open and supportive culture where everyone has the opportunity to thrive. With a strong focus on development, collaboration, and team spirit, the organisation provides a fulfilling career environment that values its people and their contributions.
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