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Assistant Manager - Private Wealth

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 6931

Description

Great role managing portfolio of UHNW structures with team, keeping updated on regulatory requirements and legislation; establish strong working relationships maintain and update client documents; communicate regularly with clients; support, train and guide junior staff; be innovative with ideas to improve efficiencies; record all time spent on client matters for accurate invoicing; review aged debt and other financial information; identify cross selling opportunities. 

Candidate will be technical expert in private wealth structures with good attention to detail; proven experience in similar role and studying towards ICSA/STEP ideally; proactive; strong academic background; able to work on initiative and independently; broad understanding of fiduciary products offered.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy

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Assistant Manager - Private Wealth

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