- Location
- St Helier
- Seniority
- Manager
- Experience
- 5+ years
Description
Assistant Manager - Private Wealth
Department: Private Wealth Services - Ogier Global
Employment Type: Permanent
Location: Jersey
Description
At Ogier, we are deeply committed to nurturing our talent and developing our team members into future leaders. We believe that cultivating an environment that supports, guides, and empowers our staff is the best way to ensure they achieve their ambitions. Through learning opportunities, encouraging new thinking, and fostering collaboration, we consistently strive to be 'people first'.
As an Assistant Manager, you will oversee a team of administrators delivering a range of tailored Private Wealth services to a global portfolio of Ultra High Net Worth Individuals, Family Offices, and Charities. You will be entrusted to manage the more complex requirements of large clients' affairs, working closely with the Director and other managers in the team to maintain and grow client relationships.
Key Responsibilities
- All aspects of transaction management for a broad range of Trusts, Companies, Foundations, and Asset Holding Structures
- Organising and attending client meetings and drafting more complex minutes and resolutions
- Act as a higher authority on day-to-day administration queries and as 4-eyes signatory, ensuring that company policies, procedures and guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
- Supporting the 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
- Acting as a mentor, supervising and assisting in the training and development of staff
- Contributing towards the business as a whole in identifying process improvements, including improvements in policies and procedures and any other service innovation changes that would improve the client experience
- Ensure understanding by the team and compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity and transactions, client due diligence and record keeping
- Acting as a role model through effective positive leadership behaviours
Skills, Knowledge and Expertise
- A strong background in Private Wealth or Trust services with at least 5 years relevant experience
- Strong technical knowledge of the applicable statutory laws and other related legal and regulatory requirements
- Excellent academic background and considerable practical experience, supported by a relevant professional qualification such as ICSA or STEP
- Excellent written and verbal communication skills
- Commitment to the highest standards of client service based on understanding needs and delivering solutions
- Strong working knowledge of Viewpoint would be an advantage
- Ability to provide sound and commercial advice.
- Strong attention to detail. Must be committed and driven to achieving excellence for themselves, their client and their team
Skills
Compliance