Assistant Manager, Private Clients

One of our valued clients – an established and highly regarded fiduciary services business – is seeking an experienced Assistant Manager, Private Clients to join its Guernsey team. This is an excellent opportunity for a qualified trust professional ready to take greater responsibility within a regulated, collaborative environment.

Responsibilities include:

• Administering a portfolio of complex fiduciary structures, ensuring all activity complies with client agreements, internal procedures and relevant Guernsey laws and regulations.
• Building effective relationships with beneficiaries, investment advisers, bankers, auditors, lawyers, property advisers and other professional intermediaries.
• Supporting the wider management of the team by delegating and overseeing administration, supervising junior colleagues and deputising for the Manager when required.
• Maintaining accurate client records and overseeing key compliance and operational requirements, including FATCA, CRS, fiduciary reviews, payment procedures, audit actions, invoicing and debt management.

You will be organised, technically confident and commercially aware, with the judgement to manage competing priorities and identify potential risks. Strong communication and relationship-building skills are essential, together with a genuine interest in developing junior colleagues and sharing technical knowledge.

A proactive, adaptable and service-focused approach will help you succeed in this role, along with the confidence to take ownership, make well-informed decisions and step up for the Manager when required. If this sounds like the role for you please apply today with your latest CV or contact Sofi on 01481 714634 or email info@firstcall.co.gg.