Assistant Manager (Private Client)
- Job Reference: 1627
- Date Posted: 5 September 2024
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Job Type: Permanent
- Work Hours: Full Time
Job Description
The successful candidates will provide support to the Senior Manager and provide cover for them during absences.
This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting, to the team manager to pro-actively develop and build solution to meet client needs and grow long term relationships.
Responsibilities Include:
- To ensure that the client is delivered the best possible service by the Wealth Structuring Group within the reasonable limitations of the agreed policies and procedures.
- To be a constructive part of the Wealth Structuring Team.
- To provide excellent service through building and maintaining long term relationships.