Assistant Manager, Private Wealth

Job Description

We have a great opportunity for an Assistant Manager to join the Private Wealth team of an independent trust, corporate and funds services provider.

 

Some of the key duties of this role include:

  • Manage ongoing contractual relationships and the operational delivery of services to clients for an account or group of accounts.
  • Serve as a primary point of contact for client relationships and ensure client satisfaction.
  • Ensure all work performed is invoiced on time and in line with client contracts.
  • Be jointly responsible with the finance function for any outstanding client debt.

 

More information about this role is available upon request – Contact the team today for further details.