Assistant Manager – Private Wealth - Jersey

Key Responsibilities:

• Lead client portfolio delivery by managing complex client structures, supporting fee reviews, ensuring strong client service, and contributing to commercial targets such as revenue, WIP, debtor days, and cash collection.
• Support and deputise for the Manager in driving team performance, overseeing the Client Administration Team, contributing to business development, and supporting smooth onboarding of new business.
• Develop people and culture by mentoring junior staff, holding development conversations, fostering a strong client‑service mentality, and supporting recruitment efforts.
• Strengthen governance and risk management by embedding risk frameworks, ensuring compliance with regulations and internal policies, monitoring processes, and escalating issues when necessary.
• Build strong internal and external relationships to enhance client retention, identify cross‑selling opportunities, drive operational excellence, and contribute to wider Group initiatives.

Skills required:

• Professional qualification such as ICSA or STEP Diploma, with at least 5 years of relevant industry experience and strong knowledge of trust, company administration, fiduciary duties, and applicable laws across relevant jurisdictions.
• Strong technical capability including the ability to interpret trust and company legal documents, good numeracy and analytical skills, and a solid understanding of taxation impacts on structures.
• High attention to detail, accuracy, strong IT proficiency, and the ability to work under pressure, manage deadlines, and contribute effectively to team workflow.
• Strong interpersonal, communication, and relationship‑building skills, with the ability to collaborate, motivate others, support colleagues through change, and demonstrate resilience and integrity.
• Commitment to continuous self‑development, high self-awareness, and adherence to best‑practice standards, risk awareness, equality, and diversity in all aspects of work.