Assistant Manager, Private Clients Team

30. July 2019

Our client is seeking to recruit an Assistant Manager within their Private Clients Team

Roles at this level are held by experienced professionals responsible for providing proven specialist/technical expertise, and/or managing a diverse team and/or resources.

Work often involves interpreting or assessing client needs, identifying trends, generating original ideas and testing innovative solutions where these are not obvious.

Principal Accountabilities

Management of client portfolio in a professional manner.
To assist in the management and development of team members.
To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes in a timely manner.
Delegate to colleagues and give technical advice where appropriate.
To control and manage periodic accounts on a client portfolio.
To prioritise work on structures.
To review clients’ investment portfolios.
To prepare for and attend meetings with clients and directors.
To seek legal assistance in relation to drafting legal complex documents.
Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc
as and when appropriate.
To cover Associate Director’s/Team manager’s portfolio of clients in absence for
• To be responsible for the activities of team members who report to them
• Achieve financial targets as determined by management.

All candidates must have a minimum of 5 years residency.

To discuss in more detail, contact our Perm Team on 500000

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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