Relationship Manager
Job Ref: LF
28187
Our client, a respected leader in fiduciary services, is seeking a skilled and client-focused Relationship Manager. This role involves delivering exceptional service to a portfolio of trusts, companies, and other wealth structuring vehicles.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Acting as the main contact for a portfolio of trusts, companies, and wealth structuring vehicles.
Providing exceptional service by liaising with clients and advisers to meet expectations and deliver timely, accurate reports.
Managing the administration of client entities, ensuring compliance and up-to-date records.
Coordinating with banks and asset managers to ensure proper management and reconciliation of client assets.
Conducting regular reviews to ensure regulatory compliance and completing administrative tasks.
Recording timesheets accurately to optimise fee recovery and clearing debtors within agreed targets.