Assistant Manager - Family Office

Isle of Man
Permanent
Our client seeks an Assistant Manager for their Family Office portfolio.
 
Role Profile:
Responsible for a portfolio of Family Office clients, ensuring that assigned duties are carried out accurately and efficiently.
 
Key Responsibilities:
  • Ensuring the smooth running of a family office client portfolio
  • Handling of all client communication in respect of the portfolio
  • Establish and develop close relationships with existing clients
  • Ensuring full compliance of all client related matters, always promoting adherence to policies and procedures
  • Initial onboarding of clients before being placed into a portfolio
  • Establishing and maintaining close working relationships with internal stakeholders to ensure a seamless client experience
  • Ensuring correct entry and administration of client entity data in the DCTS database, currently Viewpoint
  • Overseeing and arranging the correct billing of all clients
 
Key Skills and Qualifications:
  • STEP or CGI qualification (or equivalent to)
  • 5+ years' experience in a Company & Trust environment with a strong relationship management focus
  • An in depth understanding of the regulatory environment
  • Self-driven, who is proactive and dedicated to excellent client service
  • Able to take accountability and responsibility for their own personal development
  • Excellent communication skills with the ability to seek information in a concise way
  • Ability to work under pressure and to tight deadlines
  • Professional and values driven
Your specialist: Anne Murray
Quote job ref: 12908

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.