Assistant Manager, Private Wealth – FTC

Job Description

We are currently seeking an Assistant Manager to join our Private Wealth team on an interim basis. If you are excited by the prospect of having a real impact through process improvement, providing exceptional levels of service to a portfolio of clients and acting as a role model for the wider team, then this could be the role for you.

What you'll do -

• Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to your Manager/Senior Manager and more junior staff within the team
• Support your Manager in managing  a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
• Assist with the take on of new business for the team, ensuring that new business is processed smoothly and efficiently
• Support where appropriate any CSD’s / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in our Business Plan
• Provide your Manager with support with regard to the regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Escalate these concerns to the relevant CSD in question together with an action plan to remediate to improve the profitability for any such client situations
• Support ongoing training/mentoring of more junior members of the team 
• Act as an effective member of the fiduciary team and assist your Manager with meeting business, financial and operational initiatives and projects
• Deputise in the absence of your Manager, when required
• Continue and maintain relevant technical knowledge, ensuring CPD requirements are met
• Assist with the delivery of effective and timely communication with clients and local CSD’s on any relevant issues
• Identifying cross-selling opportunities within the existing client base and assist with new business opportunities
• Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes
• Using your own judgement to bring to the attention of management any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timely and effective manner
• Keep abreast of processes to manage risks inherent within your own Portfolio, managing changes to the process where necessary, ensuring process is being actively followed by team members. Take action to deal with risks wherever necessary, ensuring referral to senior management on all risk matters
• Discharge the responsibilities as detailed for management in the Group Risk Management Policy
• Ensure that staff are aware of and adhere to the Company's policies and procedures, both on a group and local basis