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Assistant Manager, Private Wealth

Other

Full Time
Permanent
Employer Listing
Management
Trust

Job Description

  • Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Manager/Senior Manager and more junior staff within the team.
  • Support the Manager in identifying business opportunities and support with follow up actions as required
  • Support the Manager in fostering both a client service mentality and strong business development culture at all levels within the team by representing personally the cultural values of the business and adapting to change impacts in a productive manner, thereby fostering a positive attitude within the team
  • Proactively contribute to supporting the team in meeting their commercial objectives and targets
  • Provide support to the Manager and participate in the delivery of training/mentoring more junior members of staff so that they are fully conversant with the Company’s policies and procedures.

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