Family Office Client Relations Lead | Trust & Compliance

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 52,000 - 78,000; Full time

Benefits offered by this job

Performance bonus

Comprehensive benefits

Job summary

Itchyfeet Recruitment Agency is seeking a Client Relationship Manager to join the Family Office Team in Guernsey. This full-time role focuses on providing administration services for a multi-billion family trust structure and liaising with a prominent family office abroad.

You will manage assets, including trading companies, financial investments, and private equity, while supporting short and long-term administration projects, risk management, and stakeholder interaction.

Qualifications

• Experience with family office structures.
• Strong interpersonal and organisational abilities.
• Proactive and able to solve problems independently.

Responsibilities

• Provide efficient administration for a family trust structure.
• Collaborate with the family office to deliver high-quality support aligned with values.
• Assist in risk factors by reviewing administration and compliance work.
• Act as a C Signatory when required.
• Ensure financial information meets accountants' requirements for drafting statements.
• Undertake FATCA/CRS reporting and related tasks.
• Maintain proactive relationships with clients and stakeholders.
• Open client bank and investment accounts and related tasks.
• Prepare payments and monitor transactions for accuracy.
• Maintain Business Central and DMS databases with up-to-date information.
• Support team members and CPD requirements.

Skills

Interpersonal skills

Organisational skills

Education

STEP/CGI/ACCA qualification

Job description

Itchyfeet Recruitment Agency is seeking a Client Relationship Manager to join the Family Office Team in Guernsey. This full-time role focuses on providing administration services for a multi-billion family trust structure and liaising with a prominent family office abroad.

You will manage assets, including trading companies, financial investments, and private equity, while supporting short and long-term administration projects, risk management, and stakeholder interaction.