Assistant CRM

Are you organised, proactive, and keen to grow your career in private wealth? A leading services firm is looking for an Assistant Client Relationship Manager to support a busy family office portfolio.

In this early‑career role, you’ll help with trust and entity administration, payments, account openings, compliance tasks, and general client support across multiple jurisdictions.

Ideal for a trainee or someone with 1–2 years’ experience in private wealth or trust administration and an interest in studying STEP, CGI, or ACCA. Great exposure, strong training, and long‑term development on offer!

Interested? Get in touch!