Assistant Manager- Private Wealth Prev Next

Manage a portfolio of private wealth structures, including trusts, foundations and related entities, acting as a key client contact while overseeing administration, transactions, statutory requirements, payments, billing and ongoing client service delivery.

Experience within private wealth, trust or fiduciary administration, strong organisational and relationship management skills, knowledge of regulatory and compliance requirements, and ideally a relevant professional qualification (or working towards one) such as STEP or ICSA.

A great opportunity to take ownership of a varied and prestigious client portfolio, develop leadership skills through mentoring junior team members, contribute to business improvement initiatives, and progress your career within a highly respected and collaborative private wealth environment.