Senior CRM, Private Wealth - Guernsey

jobs.jerseyeveningpost.com-job boards; Daliburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global provider of fund and private wealth solutions is seeking a senior client relationship manager for their Guernsey operation. The role involves managing UHNW clients with complex trust structures, requiring strong interpersonal and communication skills. This exciting opportunity offers a competitive salary, performance-based bonuses, and a comprehensive benefits package.

Benefits

Performance-based bonus scheme

Comprehensive benefits package

Qualifications

• Demonstrable experience in complex trust structures.
• Qualifications such as STEP, CGI, ACCA or similar expected.

Responsibilities

• Provide high-quality services to UHNW clients.
• Manage diverse client structures including trusts and partnerships.
• Occasional travel to meet clients and colleagues.

Skills

Interpersonal skills

Communication skills

Education

STEP qualification

CGI qualification

ACCA qualification

Job description

Our client is a global provider of fund, corporate and private wealth solutions with a significant presence in offshore jurisdictions. For their growing Guernsey operation we are seeking a senior client relationship manager.

The role-holder will be part of a team providing high-quality services to UHNW clients with a diverse range of client structures, including trusts, pcc's and limited partnerships. The range of the structures include private equity , start-up companies, art, estate and traditional investing methods.

Applicants should have demonstrable experience in the formation of and administration of sometimes complex trust structures. A qualification such as STEP, CGI, ACCA or similar will be expected.

As a senior relationship manager you should have strong interpersonal and communication skills. The role will require occasional travel to meet clients and global colleague outside of the Island acting as brand ambassador at all times.

This exciting new opportunity comes with a competitive salary, performance based bonus scheme and a comprehensive benefits package

To find out more please send your CV to Steve Kail at [e-mail]

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