Assistant Manager, Private Clients

Great role managing client portfolio including complex entities, managing and developing team, liaising with clients and providing technical advice; controlling and managing periodic and annual accounts and liaising with bookkeepers; prioritising work on structures; reviewing clients’ investment portfolios; seeking legal assistance in relation to drafting legal complex documents such as minutes/resolutions/agreements and preparing these; observing CDD and EDD; assisting with management of team’s financial matters; achieving financial targets; periodic production of reports/analyses to third parties; liaising with investment advisers and asset managers; attending client meetings and developing close working relationship with such clients; identifying opportunities where a beneficiary could benefit from other services that could be provided through the company network.
Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised field; able to identify gaps in information; conduct analyses to solve/resolve problems; able to manage more complex situations; strong planning and organising skills; able to meet changing priorities.
Five years continuous residence in Jersey required.