Assistant Manager,
Private Client

Summary

Roles at this level are held by experienced professionals responsible for providing proven specialist/technical expertise, and/or managing a diverse team and/or resources. Work often involves interpreting or assessing client needs, identifying trends, generating original ideas and testing innovative solutions where these are not obvious. Individuals are typically accountable for the quality and professionalism of service delivery and are permitted discretion provided that activities are consistent with operational policies and precedents.  There will be a requirement to plan and organise individual and/or team activity to integrate and co-ordinate work across different parts of the Company. 

Principal accountabilities:

• Management of client portfolio in a professional manner. 
• Assist in the management and development of team members. 
• Liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients wishes in a timely manner. 
• Control and manage periodic accounts on a client portfolio. 
• Prioritise work on structures. 
• Review clients investment portfolios. 
• Prepare for and attend meetings with clients and directors. 
• Seek legal assistance in relation to drafting legal complex documents.   
• Draft/prepare highly complex documents i.e. minutes/resolutions/agreements etc as and when appropriate. 
• Step in for the Associate Director or Team Managers during absence to ensure continuous service. 
• Support the financial performance of the team by achieving financial targets. 
• Maintain client confidentiality at all times  and compliance with CDD and EDD regulations.
• Such other duties as the management may at times reasonably require.  

The type of person we are looking for:

• Previous experience in a role at a similar level.
• Excellent communication skills.
• A proactive and organised approach, with the ability to manage multiple priorities.
• Excellent understanding of Trust and Company administration.
• Strong organisational and time management skills are essential.
• Strong academic background, educated up to GCSE’s including Maths and English.
• Knowledge of Microsoft Office.

To find out more or have a confidential discussion, please email recruitment@hawksford.com or call +44 1534 740000.

Before you apply

Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

*£1,000 for successful direct applicants – Jersey Applications only

If you apply directly for this position (not via an agency or other introduction) you will receive £1,000 upon successfully completion of your probation period.

*This offer is currently available on Jersey opportunities only.