Assistant Manager - Private Clients

Apex Group

Jersey, Channel Islands
Trust and company administration experience
Jfsc professional qualification or active pursuit
Client portfolio administration and management
The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict regulatory compliance

Job Summary

  • The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict regulatory compliance.
  • Candidates will act as a focal point for technical queries, assist in managing the team, and support the Manager in training and development initiatives.
  • The position offers the opportunity to work within a global business of over 13,000 employees across 112 offices with direct exposure to senior management.

Matching Summary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong analytical and problem-solving abilities
  • Proactive cross-selling mindset
  • Excellent communication at all levels
  • Self-motivated with a positive approach
  • Experience with NavOne banking systems

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter