Assistant Manager - Private Clients

The Apex Group

Jersey, Channel Islands, United Kingdom
Trust and company administration experience
Jfsc professional qualification or active pursuit
Regulatory compliance and legal knowledge
The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict adherence to regulatory requirements

Job Summary

  • The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict adherence to regulatory requirements.
  • Candidates will act as a focal point for technical queries, assist in managing the team, and actively support the Manager in training and development initiatives.
  • The position requires maintaining accurate statutory records, preparing board packs, and serving as the primary contact for building meaningful client relationships.

Matching Summary

The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict adherence to regulatory requirements.

Skills & Requirements

Must-have

  • Trust and company administration experience
  • JFSC professional qualification or active pursuit
  • Regulatory compliance and legal knowledge
  • Client portfolio management skills
  • Team mentoring and delegation abilities
  • Financial account analysis capabilities

Nice-to-have

  • Strong desire for self-improvement
  • Cross-selling opportunities identification
  • Proactive problem-solving approach
  • High standard of written communication
  • Collaborative team mindset
  • Process improvement initiative

Key Requirements

  • Professional qualification recognized by JFSC
  • Previous trust and company business experience
  • Understanding of applicable laws and regulations
  • Ability to analyze financial accounts
  • Experience with NavOne and banking systems

Work Rights

Not specified

Tailored Resume

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