Assistant Client Manager at Whitmill Trust Ltd

Job Purpose

To support the Whitmill Private Client Manager and Director in leading and overseeing the day-to-day administrative activity of the Whitmill Private Client team driving a client focused, compliant and commercial approach embedding the Whitmill Group’s vision, mission, strategic goals and culture.

Key Result Areas

Supporting the Client Manager in the day-to-day management of the Whitmill Private Client business

Undertake day-to-day relationship management of a primarily complex client casebook ensuring that client expectations are understood and met and that service levels are consistently high across the area of responsibility

The provision of technical support, guidance and effective coaching to team members driving professional development and consistently high client service

Understanding of legislation of the regulatory framework and tax matters