Client Services Officer - AVP

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading company is seeking a seasoned wealth management professional to deliver exceptional services to clients in banking, credit, and investments. The ideal candidate will have significant client-facing experience and a solid understanding of audit and compliance standards. This role offers a competitive salary package reflecting industry standards and the importance of expertise in managing client transactions.

Qualifications

• Client-facing experience is essential.
• Knowledge of investments, banking, and credit products required.
• Supported by an Investment Qualification such as IMC or IAD.

Responsibilities

• Manage and execute client transactions.
• Ensure compliance with audit standards.
• Deliver wealth management services.

Skills

Client-facing experience

Knowledge of investments

Knowledge of banking products

Knowledge of credit products

Education

Investment Qualification/Exams (IMC/IAD)

Job description

Seasoned professional required to deliver wealth management services to clients. You will manage and execute client transactions with respect to business and individual banking, credit, and investment products, ensuring completion within audit and compliance standards.

Requirements include:

1. Client-facing experience
2. Knowledge of investments, banking, and credit products
3. Supported by an Investment Qualification/Exams such as IMC/IAD

For more information, contact Andre Deeks at [e-mail] or call 01534 727323.