About the role:
As Assistant Manager, you will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients, intermediaries and other stakeholders.
Responsibilities:
- Take responsibility to ensure that you deliver high quality service to all clients, intermediaries and stakeholders, to ensure longevity of relationships.
- Provide technical and other support to their team.
- Interact directly with clients to identify client needs and deliver upon opportunities to increase levels of client service as well as seeking to identify new business opportunities.
Requirements:
- 5-6+ years experience working with High Net Worth clients and on complex structures within the fiduciary field.
- Demonstrate first class client service delivering against the needs and demands of clients.
- Demonstrate excellent technical competency and an ability to impart that knowledge to others effectively, with a proven track record in technical and complex transactions for clients.