Assistant Manager (Private Wealth)

About the role

Ocorian's Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures, handling governance, administration and regulatory obligations. As Assistant Manager (Private Wealth), you will join the Private Client team and work closely with a select portfolio of high-net-worth individuals, supporting their investment and philanthropic activities while delivering a high level of personal service.

Key responsibilities

• 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 in a collaborative, high-performing team.

Required profile

• Educated to A level or degree standard.
• Ideally has completed or is willing to complete a professional or relevant qualification such as STEP, CGI or similar.
• Ideally a minimum of 3 years' experience in trust and company administration or a financial services environment.

What we offer

• Competitive salary with annual salary review.
• Hybrid working.
• Private pension plan and private medical insurance.