Private Client Assistant Manager

Our client is seeking a Private Client Assistant Manager to support both client relationships and team performance. The role offers responsibility for a portfolio alongside involvement in team development and service delivery.

Duties for this role include, but are not limited to:

• Managing a portfolio of trust and company structures.
• Acting as a key point of contact for clients and intermediaries.
• Supporting and overseeing day-to-day administration and transactions.
• Preparing and reviewing documentation including minutes and resolutions.
• Attending client meetings and preparing follow-up documentation.
• Supporting new business onboarding and transitions.
• Monitoring billing, fee collection and portfolio performance.
• Maintaining client profiles, risk assessments and due diligence records.
• Acting as a signatory on relevant matters.
• Supporting team management, including mentoring and development of junior staff.
• Contributing to team operations, reporting and continuous improvement initiatives.

Skills / Qualifications

The ideal candidate will have strong experience within fiduciary services, with exposure to managing trust and company structures. They will hold, or be working towards, a relevant professional qualification such as STEP, CGI or ACCA. Experience supervising or supporting junior team members would be advantageous. Strong communication, organisational and leadership skills are essential, along with a proactive and client-focused approach.

For a full job description or further information on this role please call 711188 , or email .

If you wish to apply for this role, please submit your CV via the Apply Now button below.