Our client is seeking an Assistant Manager/Manager – Client Services (Private Wealth) to join their growing team.

In this role you will manage a portfolio of ultra-high-net-worth clients, administering complex structures such as discretionary trusts, foundations and private trustee companies. You will handle day-to-day administration, prepare information for trustee and director decisions, ensure all regulatory and compliance requirements are met, and keep senior management informed on key matters. You will also support colleagues with new business opportunities, delegate and oversee work within the team, and provide guidance and training to junior staff to maintain consistently high service standards. You will have private client/wealth experience in administering and managing similar structures, proven industry experience, and hold (or be working towards) a relevant professional qualification such as STEP or ICSA/CGI, along with a proactive and well-organised approach and excellent communication skills. This is an excellent opportunity for an experienced private client/wealth professional to build strong client relationships and play a key role in a collaborative, high-performing environment.

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