Assistant Manager (Private Wealth)

Assistant Manager (Private Wealth)

29 Oct 2026
New Jersey, Sthelier 00000 Sthelier USA

Assistant Manager (Private Wealth)

Purpose of the RoleWe are looking for an ambitious and client-focused professional to join our Private Client team. This is an exciting opportunity to work closely with a select portfolio of high-net-worth individuals, supporting their investment and philanthropic activities while delivering an exceptional level of personal service.You'll build strong client relationships, take ownership of key responsibilities and work alongside experienced colleagues in a collaborative environment that offers excellent opportunities for learning, development and career progression.Main ResponsibilitiesResponsibilities include but are not limited to:Manage the administration and accounting requirements of a portfolio of high-net-worth clients and their associated structures.Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and handling day-to-day requests.Ensure client matters are administered in line with regulatory requirements, internal policies and risk management standards.Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.Support and mentor junior team members while contributing to a collaborative and high-performing team environment.#LI-BF1#LI-Hybrid

Related jobs

Job Details

Jocancy Online Job Portal by jobSearchi.