Assistant Manager - Private Clients

Apex Group

St Helier, Jersey, JE
Trust and company administration
Client portfolio management
Regulatory compliance knowledge
The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over 13,000 employees across 112 offices worldwide

Job Summary

  • The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over 13,000 employees across 112 offices worldwide.
  • The role involves autonomous administration of complex client portfolios, supporting team development, and ensuring compliance with legal and regulatory requirements.
  • This position offers a unique opportunity to work in a high performing global business with exposure to cross-jurisdictional services and senior management.

Matching Summary

The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over 13,000 employees across 112 offices worldwide.

Skills & Requirements

Must-have

  • trust and company administration
  • client portfolio management
  • regulatory compliance knowledge
  • team mentoring and coaching
  • time billing and reporting
  • client relationship management

Nice-to-have

  • collaborative mindset
  • strong organisational skills
  • ability to multi-task and prioritise
  • excellent interpersonal skills
  • self-motivated with problem-solving abilities
  • effective delegation skills

Key Requirements

  • professional qualification recognised by JFSC
  • previous trust and company business experience
  • understanding of applicable laws and regulations
  • ability to analyse financial accounts
  • regulated CPD compliance

Work Rights

Not specified

Tailored Resume

Cover Letter