Assistant Manager, Private Wealth

Our client is seeking a driven and experienced Assistant Manager to join their Private Wealth team in their Jersey office. In this role, the successful candidate will manage a diverse and complex client portfolio while supporting the Manager in driving operational excellence and fostering a strong client service culture. Responsibilities will include mentoring junior team members and ensuring that high standards are maintained across all client interactions. The Assistant Manager will excel in client relationship management, enjoy improving processes, and thrive in a collaborative, high-performance environment. This position will require a commitment to continuous professional development and a strong focus on enhancing team performance. The role is full-time, and specific duties will encompass client portfolio delivery and supporting team operations.

Job Duties:

• Lead client portfolio delivery by managing complex client structures and ensuring strong client service.
• Support the Manager in driving team performance and overseeing the Client Administration Team.
• Contribute to business development and ensure smooth onboarding of new business.
• Mentor junior staff and foster a strong client-service mentality.
• Strengthen governance and risk management by embedding risk frameworks and ensuring compliance with regulations.
• Build strong internal and external relationships to enhance client retention and identify cross-selling opportunities.

Job Requirements:

• Professional qualification such as ICSA or STEP Diploma, with at least 5 years of relevant industry experience.
• Strong knowledge of trust, company administration, fiduciary duties, and applicable laws across relevant jurisdictions.
• High attention to detail, accuracy, and strong IT proficiency.
• Excellent interpersonal, communication, and relationship-building skills.
• Commitment to continuous self-development and adherence to best-practice standards.

What You’ll Love:

This role presents an opportunity to play a key part in maintaining and enhancing the jurisdiction's reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development. It is committed to fostering an inclusive, equitable, and diverse culture for all employees, enabling them to achieve their potential while working in a fulfilling environment.

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