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Assistant Manager, Private Client

Jersey

Full Time
Permanent
Agency Listing
Investments
Trust

We are seeking an experienced Assistant Manager to join a supportive and collaborative financial services environment. The successful candidate will oversee a diverse client portfolio, providing trusted technical advice while ensuring the highest standards of service delivery. This position involves mentoring and developing team members, managing accounts, reviewing investment portfolios, and drafting complex legal and corporate documentation. Strong regulatory knowledge, particularly of JFSC requirements, is essential. Applicants should hold a relevant qualification such as STEP or CGI and demonstrate proven expertise in trust and company administration, financial or legal services. This is an excellent opportunity for a skilled individual looking to take on responsibility, drive excellence, and contribute to a dynamic team.

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