Job title: Assistant Manager - Client Services (Private Wealth)
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Functional Expertise: Funds
Skills: Jersey STEP ICSA Private client Private wealth.Administration Viewpoint UNHW Governance CPD
Salary type: Annual
Location: Jersey
Job published: 2024-03-13
Job ID: 44193
Contact name: Damian Gregory
Phone number: +441481714634
Contact email:

Job Description

Do you have solid experience in corporate, trust and fiduciary services?


A leading offshore law firm has a new opportunity for a talented Assistant Manager - Client Services to join their ambitious and growing Private Wealth team in Jersey.


You will be managing a complex client structure as well as providing support to colleagues with the existing portfolio.


Responsibilities include:

  • Administering a portfolio of UHNW clients and providing them with a high standard of corporate and fiduciary services to ensure the relationships are managed effectively.
  • Assisting in the development of the team, including providing technical support, and delegate appropriately to make effective use of resources for the clients.
  • Collaborating with the Risk and Compliance team to ensure all client due diligence is processed and client reviews are up to date, and keep up to date with all relevant regulatory requirements and industry standards.
  • Assisting with the billing process as well as the collection and monitoring of outstanding fees.


You will have proven industry experience and hold a relevant professional qualification such as STEP and ICSA or be working towards a recognised qualification, together with a good working knowledge of Microsoft desktop software.


If you are a communicative team player who can demonstrate initiative, be proactive, accurate, and well-organised, please send us an up to date copy of your CV or call Marcel on 714634 for more information. 

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