Assistant Manager
Job Ref: LF
28374
Known for its commitment to professional growth, this organisation offers a vibrant environment with opportunities to shape processes and make meaningful contributions. As a Client Relationship Manager, you’ll lead a portfolio of Private Wealth Clients, mentor junior team members, and collaborate with senior management to ensure compliance and excellence in service delivery.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Overseeing and mentoring team members on day-to-day responsibilities.
Reporting key issues and technical matters to senior management.
Managing workflows and ensuring efficient, timely completion of tasks.
Developing strong relationships with clients and intermediaries, including leading client meetings.
Acting as a mentor through regular one-to-one meetings, appraisals, and performance goal-setting.
Managing a portfolio of complex, high-net-worth clients, delivering exceptional service.
Identifying and pursuing new business opportunities and fostering relationships with clients and advisors.
Maintaining statutory and accounting records while ensuring compliance with relevant regulations.