Assistant Manager | Private Clients

This is an ideal opportunity for someone who has the skills to help develop the corporate team in delivering impeccable service to this fiduciary business’s international corporate clients. A major aspect of this role is to help develop the team members to be the best they can be in a fast moving environment and an in-depth knowledge of trust and company is essential.

Key responsibilities will include:

  • Managing a client portfolio in a professional manner
  • Assisting in the management and development of team members
  • Liaising with clients regularly providing technical advice as necessary
  • Controlling and managing periodic accounts
  • Preparing for and attending meetings with client directors
  • Drafting and preparing highly complex documents
  • Observing CDD and EDD at all times
  • Deputising for the Associate Director when necessary

Experience and skills required:

  • Experience in a similar role within a fiduciary environment
  • Hold a relevant professional qualification such as ICSA, ACCA or STEP ideally
  • Experience in mentoring and managing a team

If you’d like to find out more information about this exciting opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

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

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Assistant Manager | Private Clients

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