17 Oct 2024

Manager/Assistant Manager - Private Clients

Ref 37155

A global financial services firm is seeking a Manager to join their private clients team.

Key Responsibilities

  • Managing the team to ensure all administration duties are adhered to
  • Investigating improved methods of working to mitigate risk or improve efficiencies
  • Managing client communications including meetings with all clients
  • Liaising with a wide variety of parties including lawyers, accountants, tax advisors 
  • Mentoring and developing the team

For this role, sound management experience is required in a similar role, along with a relevant qualification. In addition, you will need strong IT and communication skills. 

Interested? Get in touch to find out more!

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