[OFC1077] - Assistant Manager – Private Wealth - OFC Partners
Our client is a market leading, independent fiduciary business who have developed a unique environment which combines collaboration across departments and the opportunity to progress as quickly as you want… without the need for your Manager to leave! As a result of an ever growing client book, they are looking to hire an ambitious and commercial trust professional at the Assistant Manager level.
As an Assistant Manager; you will work in tandem with the Manager to provide development, leadership and guidance to the junior professionals in the team. This is a key position for our client and they are looking for someone who is ready to step up and develop their Managerial skills.
Their private client team works with UHNW Individuals globally and will provide you with a tailored, manageable portfolio to which you can give the best possible service. As an integral part of the business you will be responsible for working alongside Senior Management in looking after your portfolio; in doing this you will have regular client interaction, be involved in key financial transactions across various different asset classes and manage all areas of the client’s needs.
The successful candidate will have a good understanding of Private Client industry gained from working in any kind of relevant organisation. You will be fully qualified in a professional qualification recognised by the JFSC such as STEP, ICSA, ACA, ICAS, ICAEW, ACCA or equivalent. **If you need to pay back to your current company, they will buy this out for you!**
As a valued member of the team, you will be rewarded with a competitive increase in your basic salary and be given an excellent benefits package and have fantastic promotional opportunities. If you are an ambitious trust professional who wants to succeed within an entrepreneurial business, please do get in touch with us via the application process, or if you would like to chat through before applying; get in touch directly on 07797 918 884.
Features & Requirements
Profession: Wealth Management
Salary To: £50000.00
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