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- Tasks: Lead a team in delivering tailored Private Wealth services to high-profile clients.
- Company: Join a respected firm known for its inclusive culture and global reach.
- Benefits: Enjoy a collaborative environment with opportunities for growth and leadership.
- Why this job: Make an impact while working with elite clients and enhancing your professional skills.
- Qualifications: 5+ years in private wealth, strong communication skills, and relevant qualifications required.
- Other info: Experience with Viewpoint software is a plus.
The predicted salary is between 43200 - 72000 £ per year.
Our client is seeking an experienced Assistant Manager to join their Private Wealth team on a full-time basis. This role is responsible for overseeing a team of administrators and delivering bespoke Private Wealth services to a global client base including Ultra High Net Worth Individuals, Family Offices, and Charities. The successful candidate will manage complex structures, contribute to team development, and work closely with senior management to enhance client relationships and service delivery.
Job Duties:
- Manage transactions for a broad range of trusts, companies, foundations, and asset-holding structures
- Organise and attend client meetings, drafting complex minutes and resolutions
- Act as a senior point of contact for day-to-day administrative queries and provide 4-eyes sign-off
- Ensure adherence to internal policies and procedures while delivering high-quality client service
- Champion continuous improvement through process analysis and support of best practice initiatives
- Supervise, mentor and support the training and development of junior staff
- Identify and implement improvements to policies, procedures and service delivery
- Ensure team compliance with relevant laws, regulations and internal procedures including anti-money laundering and client due diligence
- Provide effective leadership and act as a positive role model within the team
Job Requirements:
- Minimum 5 years' experience in private wealth or trust administration
- Strong technical understanding of relevant statutory laws and regulatory requirements
- Professional qualification such as ICSA or STEP
- Excellent verbal and written communication skills
- Client-focused mindset with a solutions-driven approach
- Strong attention to detail and commitment to high standards
- Ability to provide sound, commercially focused advice
- Knowledge of Viewpoint software would be advantageous
What You'll Love:
Our client offers a collaborative, people-first culture where talent is nurtured and leadership is encouraged at all levels. With a global client base and an inclusive approach to innovation, this is a fantastic opportunity to grow within a forward-thinking and well-respected professional services firm.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
Assistant / Manager, Private Wealth employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant / Manager, Private Wealth
✨Tip Number 1
Network with professionals in the private wealth sector. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights and potentially refer you to opportunities within their organisations.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in private wealth management. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying informed in a rapidly evolving field.
✨Tip Number 3
Consider reaching out to current or former employees of the company you're applying to. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your ability to manage complex structures and lead teams. Being able to articulate these experiences clearly will demonstrate your suitability for the Assistant Manager role.
We think you need these skills to ace Assistant / Manager, Private Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private wealth or trust administration. Emphasise your technical understanding of statutory laws and regulatory requirements, as well as any professional qualifications like ICSA or STEP.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused mindset and solutions-driven approach. Mention specific examples of how you've managed complex structures or improved service delivery in previous roles.
Highlight Leadership Skills: Since the role involves supervising and mentoring junior staff, be sure to include any relevant leadership experiences. Discuss how you've supported team development and contributed to a positive work culture.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that your communication skills shine through in both your CV and cover letter, as excellent verbal and written communication is crucial for this role.
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Showcase Your Experience
Make sure to highlight your relevant experience in private wealth or trust administration. Be prepared to discuss specific examples of how you've managed complex structures and delivered high-quality client service.
✨Demonstrate Leadership Skills
Since the role involves supervising and mentoring junior staff, be ready to share instances where you've successfully led a team or contributed to their development. This will show your potential employer that you can be a positive role model.
✨Prepare for Technical Questions
Brush up on your knowledge of statutory laws and regulatory requirements related to private wealth. Expect questions that assess your technical understanding, so be ready to provide sound, commercially focused advice.
✨Emphasise Client-Focused Mindset
The role requires a solutions-driven approach, so be prepared to discuss how you've previously addressed client needs and improved service delivery. Highlight any experiences where you championed continuous improvement initiatives.
