Assistant Manager, Funds & Institutional – Jersey

Department Funds & Institutional
City Jersey
Country Jersey
Application deadline 29th December 2023
Conor Roche profile image
Conor Roche
Senior HR Business Partner, Senior Manager
Published: 13th Nov 2023

Role summary

Acting as Assistant Manager within the Altum Group, having responsibility for the provision of administrative support and relationship management to a complex client portfolio with significant levels of transactions. Undertaking more complex and/or significant transitions in the portfolio unsupervised.

Providing support and oversight to the wider team in relation to complex transactions, inclusive of reporting to direct report on any significant transaction requirements and matter to be brought to the director’s attention. Managing the on boarding of new clients and collation of initial CDD documents in line with Altums policies and procedures and their respective internal sign off under the supervision of your designated superiors.

Responsible for maintaining up to date task list for any direct client portfolio and overseeing the maintenance of the outstanding matters of the underlying team. Working closely with your direct report, assist in the running of the weekly team meetings ensuring all respective matters are covered in sufficient detail.

Under the supervision of your direct report, providing training and technical support to the underlying team in relation to basic structuring and corporate governance requirements.

Under the supervision of your direct report, collate feedback in relation to any junior members of the team and undertake the probation, annual appraisal, and development process with your direct report.

Assist with the allocation of client administration and annual projects to the team.

Key responsibilities

Client Relationship

​Time Management


​Mentoring/Professional Development

​Expected Skills / experience

Prerequisite experience


General Governance

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