Manager, Family Office – Jersey

Department Family Office
City Jersey
Country Jersey
Application deadline 29th September 2023
Conor Roche profile image
Conor Roche
Senior HR Business Partner, Senior Manager
Published: 28th Aug 2023

Role Summary

​Acting as a Manager within the Altum Group, having responsibility and oversight for the administrative support and relationship management provided by junior members of the team to the entire client portfolio. Overseeing complex and/or significant transitions in the portfolio unsupervised. Provision of clear and concise updates to respective directors on all matters relating to a transaction and highlighting any specific requirements and matters to be brought to the directors’ attention. Managing the on boarding of new clients and their respective internal sign off in accordance with Altum Group policies.

Responsible for ensuring the maintenance of up-to-date task lists and efficient running of the team meetings ensuring that meetings are held on a regular basis with all junior members in attendance. Providing training and technical support to the underlying team in relation to general structuring and corporate governance requirements. Collate feedback in relation to any junior members of the team and undertake the probation, annual appraisal and development process.

Key responsibilities

Client Relationship

Time Management

Mentoring/Professional Development

Expected Skills / experience



General Governance

Family Office Specific

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