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Assistant Manager, Private Clients

Jersey

Full Time
Permanent
Agency Listing
Trust

Ref: 35187

Jersey

Full Time Permanent

CSP/Administration, Trust Our client is seeking an experienced Assistant Manager to join the Private Client team in Jersey on a permanent, hybrid/onsite basis for 35 hours per week. This specialist team supports wealthy families, family offices, and owner-managed businesses. The successful candidate will manage a portfolio of trust structures, deliver high-quality service, mentor junior team members, and drive operational improvements. This role is ideal for someone with strong technical knowledge of trust structures, a proactive mindset, and a collaborative approach. Job Duties: Manage a portfolio of private clients across a variety of structures in close collaboration with your team. Act as a subject matter expert on trust structures, staying up to date with relevant legislation and regulatory requirements. Build and maintain strong relationships with clients, colleagues, and business partners, communicating openly and professionally. Identify and implement ideas to improve daily task efficiencies and support financial processes, including aged debt reviews and cash collections. Mentor and supervise junior team members, providing guidance and support. Identify cross-selling opportunities across service lines and jurisdictions. Ensure accurate time recording for client matters to support billing and recovery. Job Requirements: Proven experience in a similar trust administration role. Studying towards or holding a relevant professional qualification (e.g., CGI, STEP or equivalent). Ability to work independently and use initiative. Strong academic background. Proactive and forward-thinking. Broad understanding of fiduciary products. What You’ll Love:​​​​​​​This role offers the opportunity to play a pivotal part in supporting high-net-worth clients while working in a collaborative environment. You will have access to professional growth and ample opportunities for training and career development within a diverse and inclusive workplace, where your contributions are valued. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here Go back

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