Assistant Manager, Private Clients

Are you ready to take a step forward in your career within the financial services industry? Our client is seeking a proactive and detail-oriented Assistant Manager to join their dynamic Private Clients team in the beautiful St Peter Port, Guernsey. This is an exciting opportunity to administer a portfolio of fiduciary structures and support a team dedicated to delivering exceptional client service. Key Skills and Attributes Organisational Excellence: Possess sound organisational skills to manage complex fiduciary structures efficiently. Leadership & Supervision: Demonstrated ability to supervise junior team members and foster their development. Technical Acumen: Strong IT skills and technical expertise to handle compliance tasks such as FATCA, CRS, and audit requirements. Proven Experience: Evidence of prior and significant experience in regulated finance or professional services. Collaborative Approach: Ability to liaise effectively with clients, advisors, auditors, and other professionals to deliver exceptional service. What You’ll Do Administer a portfolio of fiduciary structures in compliance with legal and tax regulations. Oversee complex client transactions and ensure accurate documentation. Supervise junior team members and delegate tasks efficiently. Support the team lead in overall team management and business projects. Act as a B signatory and ensure invoice and debt management tasks are completed promptly. What You’ll Need Proven experience in financial services or professional services sectors. Strong organisational and supervisory skills. Familiarity with industry regulations and fiduciary structures. Technical IT skills and knowledge of risk management in fiduciary services. Possession of a relevant qualification (e.g., STEP, ICSA). Why Join? Be part of a team that values tenacity, agility, teamwork, and service excellence. Work in an ideal location, combining professional success with the charm of Guernsey. Gain exposure to a diverse portfolio of clients in a well-regarded financial organisation. More information about this role is available upon request – contact the team today for further details.