Our client is seeking an Assistant Manager – Private Clients to join their team.

You will handle client correspondence, prepare detailed notes and meeting documents, monitor accounts, and ensure all work complies with company policies and regulatory requirements. The role also involves supporting and mentoring junior staff, assisting with projects and technical transactions, and conducting periodic client reviews. The ideal candidate will have strong technical knowledge, excellent organisational and communication skills, and ideally a minimum of 5 years' experience in Trust and Company administration or a financial services environment.

If you would like more information on this role please get in touch.