Senior Associate / Assistant Manager – Private Wealth

Alexander Daniels

  • Guernsey
  • Permanent
  • Full-time
  • 1 month ago
A well-established company is looking for an experienced Senior Associate/Senior Manager to support team management while delivering exceptional service across a varied client portfolio.The successful candidate will guide and coach team members, oversee workload in the manager’s absence, and ensure all client administration is accurate, timely, and compliant. This role involves reviewing key documentation, managing client relationships, identifying cross-selling opportunities, and assisting with technical queries. They will also monitor team performance, maintain high standards of record-keeping, and act as a signatory where required.To succeed, the ideal candidate will need strong knowledge of trust and company law, experience in a supervisory role, and ideally be working towards a relevant qualification. Excellent communication, time management, and IT skills are essential, along with a professional and client-focused approach.Join now and help deliver trusted service with confidence.More information about this role is available upon request - contact the team today for further details.

Alexander Daniels

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