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Posted 5 months ago

An exciting opportunity has arisen for a Wealth Management Assistant to join a well-established and highly regarded private bank who offer a supportive, challenging and diverse working environment.

You’ll be working in the High Net Worth team in Jersey, alongside Relationship Directors and other Assistants. You will pro-actively follow up all tasks and actions required to deliver the highest levels of service.

Responsibilities will include:

  • Being the point of entry for processing client orders

  • Making sure that administrative arrangements and client related processes are completed

  • Carrying out daily transaction processing and complex troubleshooting

  • Keeping in contact with internal and external clients

Experience and skills required:

  • Ideally previous knowledge of banking operations/investments

  • Experience dealing with private clients

  • A team player

  • A detail oriented person

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.