Assistant Manager/Manager, Client Services (Private Wealth) (FTC)

Our Client is seeking a Manager/Assistant Manager to join their Private Wealth team on a fixed-term contract basis.

The growing Private Wealth team manages a niche portfolio of UHNW clients. In this role, you will be taking on specific responsibilities for managing a complex client structure and providing support to colleagues on the existing portfolio of clients and other new business opportunities.  The type of structures you will be involved with will include discretionary Trusts, Foundations and Private Trustee Companies.

Requirements:

  • Private client/wealth experience in administering and managing similar structures (preferred but not essential).
  • Have proven industry experience and hold a relevant professional qualification such as STEP and ICSA or be working towards a recognised qualification.
  • Good working knowledge of Microsoft desktop software and specialist legal industry software i.e. Document Management Systems and Viewpoint.
  • Good communication and interpersonal skills are essential, together with the ability to build relationships both with internal colleagues, client contacts, and intermediaries, working as a part of a dynamic and pro-active team to achieve a common goal.

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

 

Type: 
Permanent
Discipline: 
Trust & Corporate Services
Job Posted: 
Tue, 11 Jun 2024
Closing Date: 
Mon, 09 Sep 2024
Reference: 
12025

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