Assistant Manager, Private Wealth

THIS ROLE Are you ready to lead with purpose and precision in the world of Private Wealth? We’re seeking an experienced and driven Assistant Manager to join our dynamic fiduciary team. In this key role, you'll oversee a diverse client portfolio, support business development initiatives, and champion operational excellence. You'll collaborate closely with senior leadership, mentor junior staff, and play a hands-on role in client onboarding, fee reviews, and risk management—all while helping us meet strategic targets and uphold the highest standards of service. If you're passionate about delivering results, driving improvements, and contributing to a culture of excellence, we’d love to hear from you.WHAT YOU WILL DO You lead by example, embracing the Group Values to foster a culture of excellence, client service, and continuous improvement across your team and beyond.You take ownership of your professional growth, staying current with technical expertise and leadership skills while also mentoring team members to reach their full potential.You build strong, collaborative relationships with clients, intermediaries, and colleagues—spotting opportunities for business growth and helping ensure client retention.You communicate clearly and proactively, promoting a constructive service culture, identifying risks early, and supporting strategic decisions that align with business goals.You ensure full compliance with regulatory requirements and internal policies, while actively managing risks within your portfolio and stepping up to lead in your manager’s absence.WHAT WE OFFER Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profilePension Scheme: Generous employer contribution with the ability to allow and increase employee contributionsWellbeing: Additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GPAnnual leave: All our employees are entitled to 25 days paid leave, plus all UK public holidays. Enhanced maternity and paternity, including shared parental leave and adoption leaveFlexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangementsSupport and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day