Assistant Manager, Private Capital

The Assistant Manager, Private Capital plays a vital role in overseeing client entity management and ensuring that the delivery of services meets the highest standards of quality and professionalism. This full-time position involves close collaboration with Client Directors during all phases of the client entity lifecycle. The successful candidate will be responsible for maintaining up-to-date and accurate records in alignment with regulatory and internal policy requirements. Key duties include supporting fiduciary decision-making processes and preparing materials for discussions at governance forums. Furthermore, the Assistant Manager will be expected to communicate effectively with clients and third parties, ensuring that client needs are met in a timely and efficient manner. The role also includes a focus on mentoring junior team members, identifying areas for process improvement, and executing client mandates with a keen eye for compliance and risk management.

Job Duties:

• Oversee the management and maintenance of client entities throughout their lifecycle.
• Maintain accurate records and ensure compliance with internal policies and procedures.
• Support fiduciary decision-making with thorough preparation of discussion materials.
• Communicate effectively with clients and third parties to address their needs.
• Collaborate with third-party service providers to enhance client service delivery.
• Provide mentorship to junior colleagues, fostering a culture of continuous learning.
• Ensure timely and accurate completion of regulatory filings.
• Identify and pursue cross-sell opportunities in collaboration with Client Directors.
• Demonstrate effective risk management in all client dealings.

Job Requirements:

• 5-10 years’ experience in working with high-net-worth international clients.
• Strong understanding of the complexities associated with high-net-worth family structures.
• Proven experience in managing fiduciary responsibilities and client relationships.
• In-depth knowledge of local trust and company legislation and regulatory frameworks.
• Comprehensive understanding of investments, property, and asset management.
• Excellent interpersonal and communication skills, with a collaborative approach.
• Familiarity with KYC, AML, CFT, and GDPR regulations.
• Proficient in NavOne and Microsoft Office applications.
• Relevant qualifications such as STEP, ICSA, Accountancy or Legal qualifications.

What You’ll Love:

This role offers the chance to play a key part in maintaining and enhancing the organisation’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.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here