Senior Relationship Manager

Job Ref: LF 27714
Leapfrog Jobs

In this role, you will be expected to deliver the highest level of service to clients and their advisers by developing and maintaining exceptional relationships, proactively meeting and exceeding client expectations.

Location

Guernsey, Channel Islands

Responsibilities

Duties will include, but are not limited to;
Performing day to day administrative tasks on a portfolio of trust corporate client entities.
Ensuring client/internal requests are actioned in a prompt and professional manner, ensuring that full supporting documentation is prepared and filed and that client accounting and other records are updated accordingly.
Liaising with 3rd party banks, investment and other asset managers/agents to ensure client assets are properly managed and reported and that reviews and reconciliations are carried out at regular intervals.

Skills / Qualifications

The ideal candidate will possess 3-5 years of technical trust experience, including managing a diverse portfolio of client entities. Proficiency in Microsoft Outlook, Word, and Excel, along with a comprehensive understanding of relevant anti-money laundering legislation, is essential.

Education Requirements


How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.
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