Assistant Manager (Private Wealth)
Core
Manage administration and accounting for high-net-worth clients and their associated structures, ensuring regulatory compliance and delivering personal service.
Role type
Assistant Manager, Private Wealth Administration
Builds
Operational support for high-net-worth client portfolios and corporate structures
Domain
Private Wealth & Corporate Services
Deliverable
client delivery
Required skills
Trust and Company administration, financial services operations, regulatory compliance, client relationship management, record keeping, team mentorship
Preferred skills
STEP or CGI qualification, 3+ years experience in Trust/Company administration or financial services
Technologies
N/A
Responsibilities
Manage administration and accounting requirements for a portfolio of high-net-worth clients; Build trusted relationships with clients and advisers; Ensure client matters are administered in line with regulatory requirements; Coordinate client reviews and monitor key deadlines; Support and mentor junior team members
Seniority
Mid-level, hands-on IC