Our client are a market leading fiduciary business who recently went through an MBO process, a platform which they have used to grow the business via acquisition and organically. The business has a fantastic record for promoting internal talent and providing strong benefits. As a result of an ever growing client book, they are looking to hire an ambitious trust professional at the Assistant Manager or Senior Trust Officer level.
Their private client team works with UHNW Individuals globally and will provide you with a tailored, manageable portfolio to which you can give the best possible service. As an integral part of the business you will be responsible for working alongside Senior Management in looking after your portfolio; in doing this you will have regular client interaction, be involved in key financial transactions across various different asset classes and manage all areas of the client’s needs. In addition to your core client management responsibilities, as an Assistant Manager, you’ll build on your management potential by looking after a team of high quality professionals.
The successful candidate will have a good understanding of Private Client industry gained from working in any kind of relevant organisation. You will be studying towards, or be fully qualified, in a professional qualification recognised by the JFSC such as STEP, ICSA, ACA, ICAS, ICAEW, ACCA or equivalent. **If you need to pay back to your current company, they will buy this out for you!**
As a valued member of the team, you will be rewarded with a competitive increase in your basic salary and be given an excellent benefits package and have fantastic promotional opportunities. If you are an ambitious trust professional who wants to succeed within an entrepreneurial business, please do get in touch with us via the application process, or if you would like to chat through before applying; get in touch directly on 07797 918 884.
To apply for this job email your details to doug.newman@ofcpartners.com.