Assistant Manager, Permanent, Isle of Man

A leading Investor Services group are recruiting for an Assistant Manager within their Private Wealth team. Drawing on your existing experience, you will ensure that all policies and procedures are implemented for your clients and ensure that your team achieve the group service standards and that individual responsibilities are clear.

The Role...

Your main responsibilities will cover:

Becoming an expert in technical matters relating to your clients and being able to share this knowledge with your team
Ensuring the company complies with and meets KYC obligations by preparing, monitoring and maintaining robust client files, safeguarding us from potential risks
Managing your own portfolio of clients, assist with the review of team time charging, prepare quotes for potential and existing clients and billing
Building strong customer relationships with existing and new clients, banks and other external parties, gaining insight into their needs and delivering customer centric solutions

About You...

The ideal candidate will be:

ICSA or STEP qualified / part qualified or be willing to work towards
Experienced at assistant manager or senior administrator level
A member of relevant Professional Institute
Knowledgeable of the Finance and Corporate Services industries

The Reward...

Competitive salary
Comprehensive benefits, including DIS benefit, PHI, pension contributions, and car parking

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Martin Cowan
Executive Recruitment Consultant
01624 665115
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