Assistant Manager, Private Clients

Job Reference: 67983_1764084041
Job Type: Full-time
Job Location: Jersey

Join a high-performing Jersey Private Client team supporting UHNW families, family offices, and business owners.

As Assistant Manager, you’ll lead a portfolio of complex trust structures, using your technical knowledge to deliver exceptional service while mentoring junior staff and driving smarter ways of working.

Responsibilities include:

  • Manage a varied portfolio of private client structures with precision and professionalism

  • Act as a technical expert on trusts, keeping up to date with evolving regulation

  • Build trusted relationships with clients and intermediaries across jurisdictions

  • Support junior team members and champion process improvements

You’ll bring solid trust administration experience, a STEP or CGI qualification (or studying toward one), and the drive to add real value. This is an ideal step up for a proactive professional who thrives in a collaborative environment and bringing great client care.

Get in touch today with a copy of your latest CV or give Marcel a call on 01481 714 634.

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