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.

• 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 mentoring and development of junior staff.
• Contributing to team operations, reporting and continuous improvement initiatives.

The ideal candidate will have strong experience within fiduciary services, with exposure to managing trust and company structures. They will hold, or be working towards, a relevant professional qualification such as STEP, CGI or ACCA. Experience supervising or supporting junior team members would be advantageous. Strong communication, organisational and leadership skills are essential, along with a proactive and client-focused approach.

For a full job description or further information on this role please call 711188 , or email

If you wish to apply for this role, please submit your CV via the Apply Now button below.