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Senior CRM, Private Wealth - Guernsey

jobs.jerseyeveningpost.com-job boards

Daliburgh

On-site

GBP 60,000 - 90,000

Full time

24 days ago

Job summary

A global provider of fund and corporate solutions seeks a senior client relationship manager for their Guernsey operation. This role involves working with ultra high net worth clients and providing expert advice on complex trust structures. The ideal candidate will have relevant qualifications and robust interpersonal skills.

Benefits

Competitive salary
Performance-based bonus scheme
Comprehensive benefits package

Qualifications

  • Demonstrable experience in forming and administering complex trust structures.
  • Qualification such as STEP, CGI, or ACCA expected.

Responsibilities

  • Deliver high-quality services to UHNW clients.
  • Occasional travel to meet clients and act as brand ambassador.

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 steve.kail@ap-executive.com

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