Assistant Manager – Private Client Services

About the role

We are seeking an ambitious, client‑focused Assistant Manager to join our Private Client team. You will work closely with a select portfolio of high‑net‑worth individuals, supporting their investment and philanthropic activities while delivering a high level of personal service.

Key responsibilities

• Manage administration and accounting for a portfolio of high‑net‑worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering responsive, high‑quality service and handling day‑to‑day requests.
• Ensure client matters are administered in line with regulatory requirements, internal policies and risk‑management standards.
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members, contributing to a collaborative, high‑performing team environment.

Required profile

• Educated to A‑level or degree standard; willingness to complete a professional qualification such as STEP, CGI or similar.
• Minimum of 3 years’ experience in trust and company administration or a financial‑services environment.

What we offer

• Competitive salary
• Hybrid working
• Private pension plan
• Private medical insurance
• Annual salary review