Senior Account Manager – Asset Owners

We’re seeking a motivated Senior Account Manager to join the team and manage a portfolio of ultra-high-value clients, including pension trusts and corporate structures. This role offers exposure to various areas of finance and fiduciary services within a collaborative, high-performing environment.

The successful candidate will be responsible for managing a mixed portfolio of company and trust structures, supporting day-to-day investment activity across a wide range of asset classes, processing payments, preparing minutes and resolutions, and ensuring regulatory compliance. They may also act as a direct point of contact for clients, attending meetings and providing tailored support. As an authorised signatory, they will play a key role in decision-making and maintaining high service standards.

We’re seeking someone with fund or fiduciary administration experience, excellent communication and organisational skills, and a strong sense of professional responsibility. Ideally, the candidate will hold or be working towards a STEP or ICSA qualification, though we support ongoing development through training, courses, and professional study.

If you’re detail-oriented, client-focused, and ready to grow your fiduciary expertise, we’d love to hear from you.

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