Client Relationship Manager, Private Wealth - Guernsey

Ap Personnel; United Kingdom; On-site; GBP 45,000 - 65,000; Full time

Job summary

Ap Personnel is seeking a Client Relationship Manager to join the Private Wealth team of our client. You will provide efficient, timely and high-quality administration services to a growing multi-billion family trust structure, liaising daily with the large family office abroad.

In a team of six, you will support the ACDs and Client Directors, applying strong interpersonal and organisational skills to meet deadlines and KPIs, and contributing to proactive, forward-thinking workflow improvements.

Qualifications

• Experience managing trust structures.
• Strong interpersonal and communication skills.
• Proactive and able to work independently.
• Excellent organisational skills.
• Ability to meet deadlines and KPIs.

Responsibilities

• Provide efficient administration to a multi-billion family trust structure.
• Support ACDs and Client Directors in a Private Wealth team.
• Liaise daily with the family office abroad and manage communications.

Skills

Interpersonal skills

Organisational skills

Deadline-driven

KPI management

Education

STEP

CGI

ACCA

Job description

Our client is seeking to appoint a Client Relationship Manager to work in their Private Wealth team. This is an exciting opportunity to join a professional team and develop new ways of working.

As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments,

In this role you will be working in a team of 6, providing support to the ACDs and Client Directors.

You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:

• Experience and understanding of managing trust structures

• Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same

• Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative

• Excellent organisational and communication skills

• Ability to work to deadlines and meet and define KPIs