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Assistant Manager - Trusts & Foundations Portfolio Lead
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-07-07
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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