Assistant Manager - Private Wealth

Our client has a new opening for an Assistant Manager to join their Private Clients team. This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships.

Requirements:

The holder of this position should be educated to degree level, ideally in a business related subject such as law or accountancy and be a member of a relevant professional body.  The post holder should have a minimum of 10 years’ experience in fiduciary services, with at least 3 to 5 years management experience and have corporate experience.

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Wed, 10 Jan 2024
Closing Date: 
Tue, 09 Apr 2024
Reference: 
11606

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