New Business Officer

Ref: 42369_1652899340
Permanent, Full-time
Compliance & Risk, Trust & Corporate

Firstcall is working with an international wealth management business, currently looking for a New Business Officer to join their vibrant Guernsey team. 

This role can be a full time, part time or reduced hours working pattern dependent on your preferences and desired work life balance.

This is a wonderful opportunity for an experienced, effervescent individual to work in a unique role, managing new business cases, undertaking bookkeeping, performing background checks, and setting up databases, clients and trusts in accordance with standards, policies and procedures.

You’ll have autonomy in this role and will be:

  • Liaising with intermediaries, clients representatives and agents to set up new cases and establish new companies
  • Setting up new bank accounts and corresponding with bankers to confirm that due diligence has been completed
  • Assisting the Operations Manager/Directors in compiling reports, systems testing and project works where requested
  • Maintaining client confidentiality and protecting assets 

This position requires familiarity and experience with trusts and company structures as you’ll be the main new business contact.

You will possess good analytical and problem-solving skills, strong communication skills, and have proficiency with Microsoft Office Suite and databases. 

If this exciting opportunity sounds like a perfect fit for you, please send us a copy of your most recent CV or contact Marcel on 714634 for more details. 

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