Assistant Manager, Private Wealth & Family Office
We usually respond within a week

Summary and Overview
- Assistant Manager, Private Wealth & Family Office
- Jersey
- 6 Month Contract
- Full Time
- Competitive Salary & Benefits
About the Role
Join our growing Private Wealth & Family Office team as an Assistant Manager. You’ll help deliver exceptional service to a portfolio of private clients, supervise junior colleagues, and manage more complex matters directly.
This is a great opportunity to take the next step in your career — developing leadership skills while contributing to client delivery, financial performance, and team success.
What You’ll Do
- Manage a small portfolio of trust and company structures
- Review and supervise work from junior team members
- Act as a key client contact, ensuring accuracy and service excellence
- Support new business onboarding and client handovers
- Maintain strong compliance and governance standards
- Contribute to billing, WIP recovery, and process improvements
- Work towards professional qualifications (e.g. STEP, CGIUKI)
What You’ll Bring
- A number of years experience in fiduciary, private wealth, or corporate services
- Strong knowledge of trust and company administration
- Experience mentoring or reviewing junior work
- Professional, proactive, and organised approach
- Excellent communication skills and attention to detail
- Currently studying or holding a relevant qualification (STEP, CGIUKI preferred)
Equiom Group – Let’s Achieve More, Together
For over 45 years, we’ve been helping high-net-worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, corporate clients, and funds as they navigate the ever-changing business landscape.
We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected — offering exceptional, tailored end-to-end services to protect wealth and support business success. Our approach is personal, proactive, and built on strong, lasting relationships.
As a growing business, we’re always evolving — embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.
Thinking of applying?
If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay — reach out for a confidential chat, and we’ll talk it through together.
Everyone’s welcome at Equiom
We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.
- Department
- Client Services
- Role
- (E) Assistant Manager
- Locations
- Jersey
- Employment type
- Contract
- Team
- Private Wealth & Family Office
- Department
- Private Wealth & Family Office
About Equiom Group
We are on a journey and we want you to join us. We never stop learning and that is why we provide our people with the tools, knowledge and experiences to help them thrive and grow. Whatever your level of experience, there could be a place for you at Equiom.
Already working at Equiom Group?
Let’s recruit together and find your next colleague.