New Opportunity for an AM/Manager, Private Wealth!

The successful candidate will be taking on 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 they will be involved with will include discretionary Trusts, Foundations and Private Trustee Companies.

Requirements:

• Demonstrable private client/wealth experience in administering and managing similar structures
• Proven industry experience and holds a relevant professional qualification such as STEP and ICSA/CGI or be working towards a recognised qualification

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