Assistant Manager - Private Wealth

Assistant Manager - Private Wealth

Full-Time On-site
R

This is an excellent opportunity for an experienced private wealth professional to take on greater leadership responsibility, manage complex trust and corporate structures, develop client relationships and support the delivery of high-quality fiduciary services.

Ideal for candidates currently working in:

  • Private Wealth / Trust Administration
  • Trust & Company Management
  • Fiduciary Services
  • Private Client Administration
  • Senior Trust Administrator / Assistant Manager

What's on offer?

  • Leadership responsibility within an established Private Wealth team
  • Exposure to complex international trust and asset-holding structures
  • Direct involvement in managing relationships with UHNW individuals and family offices
  • Opportunities to mentor, coach and develop junior colleagues
  • Involvement in improving processes, policies and client service delivery
  • Exposure to senior management and complex client requirements
  • Opportunity to contribute to the continued development of the business

We're looking for a private wealth professional with at least five years' relevant experience, strong technical knowledge of trust services and applicable legal and regulatory requirements. A relevant professional qualification such as STEP or ICSA/CGI is expected, alongside proven leadership, communication and client relationship skills.

Experience using Viewpoint would be advantageous.

Assistant Manager - Private Wealth employer: Rowlands Recruitment

Rowlands Recruitment is an excellent employer for those seeking a dynamic and rewarding career in accounting. With a strong focus on professional development, employees benefit from continuous learning opportunities and the chance to work with a diverse range of clients in corporate and fund sectors. The supportive work culture encourages collaboration and mentorship, making it an ideal environment for both seasoned professionals and those looking to grow their skills.

R

Contact Details:

Rowlands Recruitment Recruitment Team