Our Client is seeking an Assistant Manager - Private Wealth!

A reputable financial services company based in Jersey is looking to appoint an Assistant Manager for their Private Wealth team. The successful candidate will oversee a team of administrators and handle complex Private Wealth transactions for a global client base, including UHNW individuals, family offices, and charities. Key responsibilities include managing Trusts, Companies, Foundations, and Asset Holding Structures, organising client meetings, and ensuring compliance with relevant laws and policies. The role also involves mentoring staff, driving process improvements, and maintaining high standards of client service.

Applicants should possess at least 5 years’ experience within Private Wealth or Trust services, hold a relevant professional qualification such as CGI or STEP, and demonstrate strong technical and communication skills. A keen eye for detail, leadership qualities, and commitment to excellence are essential.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.