Assistant Manager - Private Client - Jersey

Principal accountabilities:

• Management of client portfolio in a professional manner.
• To assist in the management and development of team members.
• To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes in a timely manner.
• Delegate to colleagues and give technical advice where appropriate.
• To control and manage periodic accounts on a client portfolio.
• To prioritise work on structures.
• To review clients’ investment portfolios.
• To prepare for and attend meetings with clients and directors.
• To seek legal assistance in relation to drafting legal complex documents.
• Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc as and when appropriate.
• To cover Associate Director’s/Team manager’s portfolio of clients in absence for holidays/sickness.
• To assist with management of team’s financial matters and achieve financial targets as determined by management.
• Such other duties as the management may at times reasonably require.