04 Oct 2021

Relationship Management Assistant

Ref 34163

A private banking corporation is looking for a Relationship Management Assistant to join their team. The chosen candidate will be responsible for providing key support to the Relationship Managers to achieve the Bank’s goals.

The successful candidate will manage mail and telephone calls, assist the relationship managers with all aspects, review documentation, deal with payment control and authorisation and many other ad-hoc projects for the bank/department.

The ideal candidate will have:

  • Good verbal and written communication skills 
  • The ability to establish and maintain a good working relationship with clients and other departments within the company
  • A Guernsey Financial Advice Standard (GFAS) level 4 qualification would be beneficial for the role but support would also be given to candidates who wish to study for this. 
  • IT Skills include: Microsoft Office i.e. Outlook, Word & Excel, Host, CRM, On Demand, OTMS, Market Map

 

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