27 Mar 2023

Relationship Manager

Ref 35603

A private banking corporation is seeking a candidate that has a sound understanding of the regulatory framework in Guernsey, to support the relationship managers.

As a Relationship Manager, you will be responsible for the client accounts assigned to you.

Key duties:

  • Managing e-mail and telephone calls
  • Assisting the Relationship Managers and their assistants with client accounts
  • Processing and controlling client transactions, including balances and credit facilities
  • Process any trigger events or general administration changes
  • Handling corporate actions notifications
  • Completion of periodic client reviews in a timely and diligent manger
  • Account closing

If you have an excellent telephone manner and writing skills, and have a way with people, then register today to find out more!

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