Account Manager - Private Clients
JOB 8120 | Guernsey | Permanent
You will be appointed to act as support for a designated Relationship Management team providing a high level of service to high net worth individuals, local and international Trust Companies and Wealth Managers.
Key accountabilities include execution of client transactions, reviewing new account CDD, preparing account closure documentation, completing risk reviews and client liaison (including attendance at meetings).
A pivotal position requiring a candidate with relevant experience, who has the ability to maintain and build relationships and ensure good turnaround times and effective communication flows.
- Professional Training
- Progression Opportunities
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