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Job ID 15265 Permanent Trust

Assistant Manager, Private Clients


Manage a portfolio of complex fiduciary structures, delivering high-quality client service, regulatory compliance and team support.

What you’ll be doing:
⭐ Administer complex trust and fiduciary structures
⭐ Maintain accurate records, minutes and client documentation
⭐ Liaise with clients, beneficiaries, advisers and auditors
⭐ Oversee billing, FATCA/CRS, reviews and audit actions
⭐ Monitor risks, regulatory changes and compliance requirements
⭐ Supervise and develop junior team members
⭐ Support projects and deputise for the Manager

What you’ll need:
⭐ Experience in regulated financial or professional services
⭐ Strong trust administration and technical knowledge
⭐ STEP, CGI/ICSA or equivalent qualification
⭐ Supervisory, organisational and communication skills
⭐ Strong IT skills and attention to detail

Why join:
⭐ Manage complex client portfolios
⭐ Develop leadership and technical expertise
⭐ Access global career opportunities and professional development

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