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 ment...

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