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Assistant Manager - Trusts & Foundations Portfolio Lead

Job in Bristol, Bristol County, BS1, England, UK
Listing for: jobs.jerseyeveningpost.com-job boards
Full Time position
Listed on 2026-07-07
Job specializations:
  • Management
    Portfolio & Asset Management
Job Description & How to Apply Below

boards is seeking a qualified professional to manage a complex client portfolio in the United Kingdom. The successful candidate will establish strong working relationships with clients and assist in training junior staff.

This role offers the opportunity for significant professional growth, with activities ranging from financial statement reviews to managing onboarding processes. Candidates should have a CGI/STEP Diploma or equivalent and a strong foundation in people management. Join us to play a key part in enhancing our jurisdiction's reputation.

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