Senior/Client Relationship Manager – Private Wealth

Ref: 43166_1695152568
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.

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