Private Client Assistant Manager

Are you an experienced professional with a passion for delivering exceptional client services? Our client, a prestigious trust firm in St Helier, Jersey, is seeking a talented Private Client Assistant Manager to join their team. Our client’s team is known for its professionalism and commitment to delivering tailored trust services to high-net-worth clients.

• ACA Certification: A solid foundation in accounting and finance to ensure an analytical and precise approach to trust management.

What You’ll Do

• Support the management of a portfolio of private clients, maintaining strong relationships and understanding their unique needs.

• Provide expert advice and guidance on trust services, ensuring client satisfaction and compliance with regulatory standards.

• Assist in the preparation of financial statements and other key documentation.

• Collaborate with other team members to create tailored trust solutions that align with client objectives.

• Contribute to the continuous improvement and efficiency of client services.

What You’ll Need

• A relevant background in trust or private client services.

• Proficiency in handling a portfolio of clients and fostering strong professional relationships.

• Excellent communication skills, both written and verbal.

• Strong organisational abilities to manage multiple client responsibilities effectively.

• A positive, proactive approach with the capability to adapt to client needs.

Why Join?

• Work with a respected name in the trust sector known for its expertise and dedication to excellence.

• Be part of a supportive and collaborative team in St Helier, Jersey, a dynamic and financially thriving environment.

• Enjoy opportunities for professional growth and advancement within the firm.

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