Assistant Manager – Private Clients

We seek a dedicated and professional Assistant Manager to oversee private client services within the Fund sector. This full-time, permanent position based in St Helier offers an exceptional opportunity for individuals passionate about financial services and eager to take their career forward with leadership responsibilities.

Main Responsibilities:

• Administering trusts, companies, and foundations ensuring attention to detail on assets and activities.
• Maintaining up-to-date records of all entities under administration.
• Drafting resolutions & minutes and orchestrating board meetings for review by management/directors.
• Incorporation/establishment of new structures while liaising professionally with third-party service providers as required.
• Leverage transactional work such as property dealings towards team training opportunities.
• Fostering junior members’ growth through mentoring and supervisory tasks related directly or indirectly back into this role’s scope (e.g., compliance-related matters).

Competencies Required:

• Strong attention to detail and management skills.
• Excellent interpersonal communication abilities both internally, with colleagues at various levels and externally, while working alongside clients and intermediaries. Demonstrate initiative in decision-making in accordance with established corporate policies and procedures.
• Ability to lead high-performing teams even in stressful situations while meeting tight deadlines. Awareness of regulatory obligations, particularly those relevant to Jersey’s financial industry, including key laws such as Companies Law and Trusts and Foundations, as well as relevant knowledge of other jurisdictions.
• Effectively managing small administrative tasks promotes an efficient approach to every assignment entrusted to them.

More information about this role is available upon request – contact the team today for further details.