Assistant Manager – Private Wealth


Job Description

We have a fantastic role for an Assistant Manager ( Private Wealth ) to join an established international finance centre.



  • Work collaboratively with peers in developing and implementing new business take on and reporting regularly on progress.
  • Work closely with the on-boarding administrators to develop their understanding and insight of the new business acceptance process, by defining approaches and providing guidelines.
  • Ensure that required information is collated in a timely manner to support the take on of new clients.
  • Build and maintain effective working relationships with the wider Private Wealth business including keeping them informed, enabling them to understand and respond appropriately to developments as they arise.
  • Assist in the collation of client information to be captured for the NBAC Forms.
  • Assist the Senior Manager in coordinating the risk profiling and rating of new clients in accordance with Guernsey SERR Risk Matrix.



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

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