Client Director / Senior Manager – Private Wealth

Job Reference: 44169_1713982138
Job Type: Full-time
Job Location: Guernsey

Are you looking for a new challenge within a long established trust and fund company that values its staff?

Our client is seeking an Client Director/Senior Manager, a pivotal role for a highly qualified and experienced senior member of their Private Wealth department

Responsibilities Include;

  • Directly manage one of the key clients of the business.
  • Build and retain key customer relationships
  • Provide oversight, guidance and assistance to the team and the wider department
  • Consider the impact of new business on the team from a regulatory and resource perspective. And assist with the review and oversight of the new business acceptance process

You will have a relevant professional qualification (STEP or ICSA) knowledge of local fiduciary industry and regulatory requirements, as well as excellent communication and relationship management skills at all levels.

If this role sounds like the next step in your career then send us your latest CV or contact Marcel on 714634 to discuss in more detail.

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