Our client is seeking to appoint a Client Relationship Manager to work in their Private Wealth team. This is an exciting opportunity to join a professional team and develop new ways of working.
As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments,
In this role you will be working in a team of 6, providing support to the ACDs and Client Directors.
You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:
- Experience and understanding of managing trust structures
- Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same
- Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative
- Excellent organisational and communication skills
- Ability to work to deadlines and meet and define KPIs
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Client Relationship Manager, Private Wealth - Guernsey employer: AP Personnel
Join a dynamic and supportive team where your expertise as a Senior Finance Officer will be valued and nurtured. Our company fosters a collaborative work culture that prioritises employee growth, offering continuous professional development opportunities and a clear pathway for career advancement. Located in the vibrant UK/Switzerland region, we provide a unique blend of competitive benefits and a stimulating environment that encourages innovation and excellence.
