Account Manager Private Client Family Office Trust

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2019-01-22 17:46:431970-01-01First Call
Job Type Permanent Full Time
Location Guernsey
Area Guernsey, Channel Islands Guernsey
Sector Financial Services - Company SecretarialFinancial Services - Trust Management
Salary See Job Description
Currency GBP
Start Date ASAP
Job Ref 8111_1548179204
Job Views 59

As Account Manager you'll be joining an established team based in both Guernsey & London with a considerable client base of UHNW individuals & family offices.

The organisation in question is robust, sophisticated and operate using the latest technology as part of their forward thinking appetite towards business and success.

You'll be involved in:

  • Managing a portfolio/relationships for wealth management clients; diverse coverage includes Art/Property/Investment Portfolios
  • Client meetings to include hosting/coordination, minute taking & preparation of agendas
  • Liaison & interaction with internal teams & contacts and close working with Relationship Managers
  • Governance & administration and handling client requests

This role has the ability to be tailored, be it towards those wanting more of client interactive role OR equally those seeking a position with more of a back office governance focus where your fiduciary expertise will provide real value.

Apply today to find out more. Excellent remuneration, benefits & company culture.

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