Our client is seeking an Assistant Manager to join their Private Wealth team. In this full-time role, you will oversee a team of administrators providing tailored Private Wealth services to a global portfolio of Ultra High Net Worth Individuals, Family Offices, and Charities. You will be responsible for managing complex client affairs and will work closely with the Director and other managers to maintain and develop client relationships.
Job Duties:
Manage all aspects of transaction management for a broad range of Trusts, Companies, Foundations, and Asset Holding Structures.
Organise and attend client meetings, drafting complex minutes and resolutions.
Act as a higher authority on day-to-day administration queries, serving as a 4-eyes signatory to ensure adherence to company policies, procedures, and guidelines, providing a professional quality service to clients and external contacts.
Support the team in aligning with the 'Best Way' ethos through rigorous process analysis for consistency and improvement.
Mentor, supervise and assist in the training and development of staff.
Contribute to the business by identifying process improvements and innovations to enhance client experience.
Ensure team understanding and compliance with applicable laws, regulations, and internal policies, including those on anti-money laundering and terrorist financing.
Act as a role model through effective positive leadership behaviours.
Job Requirements:
A strong background in Private Wealth or Trust services with at least 5 years of relevant experience.
Strong technical knowledge of applicable statutory laws and related legal and regulatory requirements.
Excellent academic background coupled with considerable practical experience, supported by a relevant professional qualification such as ICSA or STEP.
Exceptional written and verbal communication skills.
Commitment to delivering the highest standards of client service by understanding needs and providing solutions.
Strong working knowledge of Viewpoint would be advantageous.
Ability to provide sound commercial advice and a strong attention to detail.
Committed and driven to achieving excellence for yourself, your clients, and your team.
What You’ll Love:
You will enjoy working in an inclusive and diverse workplace that values and respects everyone. Our client strives to make the recruitment process equitable and welcomes applications from all backgrounds. Opportunities for professional development, a supportive culture, and a focus on well-being are key aspects of this role.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
