Senior/Client Relationship Manager – Private Wealth

Ref: 43166_1695152568
Guernsey
Permanent, Full-time
Funds, Trust & Corporate

Our client, a well-established and dynamic financial services firm is seeking a Senior/Client Relationship Manager to join their Private Wealth Department in Guernsey.

You will be responsible for providing efficient, timely and high-quality administration services to a portfolio of often ultra-high net worth clients.

  • Focussing on a diverse range of client structures: trusts, companies, foundations and limited partnerships etc
  • Taking charge of the coordination of short to long-term administration projects 
  • Overseeing entities located in a number of external jurisdictions
  • Providing support and acting as cover on a fellow team member’s portfolio

The successful candidate will be STEP/ICSA/ACCA/ACA qualified or equivalent or pursuing and have relevant experience in a varied trust and company environment.

You’ll possess a good working knowledge of Word, Excel and Outlook, an excellent grasp of oral and written English and the ability to manage priorities and multiple deadlines in a dynamic and proactive way,

If you are a team player with superb communication and relationship management skills, then apply today with an updated copy of your CV or call Marcel on 714 634 for more details.

Ready to take the next step?
Register as a candidate

Job alerts

Let us know the kind of role you're looking for and we'll notify you when we find something suitable.

Employer Registration

Do you have a vacancy you would like to fill or would you like to partner with Firstcall for future vacancies? Please complete the form below and we'll be in touch.