Assistant Manager - Private Wealth

  • Job Reference: 6931
  • Date Posted: 20 January 2023
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job 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.