Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-17861
Job Location: Guernsey

A great opportunity with a long established private bank with a wealth of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth.
The purpose of this role is to support the business unit and complete the day-to-day activities involved in the closing of client structures once a formal request for action has been received.

The closing case officer is responsible for all activities, BAU and closing related, where the client has given clear instructions to transfer the assets to another service provider or wind up and distribute the assets and or where the business have given notice to the client to exit and transfer their assets to another service provider.

The role holder will support and work with the Contentious and Closing Cases Manager to manage all relevant internal and external stakeholders involved with the closing structures and to provide Management information to the Executive Trust Committees and the Board when required.

Candidates should have knowledge of legal, regulatory and industry requirements, Change Management experience and strategic and commercial awareness.

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