Assistant Manager, Private Wealth

Job Description

We have a great opportunity for a Assistant Manager in Private Wealth for a company who specialises in wealth management solutions for high-net-worth individuals and families.

 

Some of the key duties are:

 

  • 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.
  • Manage the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded.
  • 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 the role is available upon request – contact the team today for further details.