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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
Back to ResultsWorking within a small, but dynamic office who provides private client wealth management services, this is a great opportunity for an ambitious individual.
The role holder will assist with the onboarding of new clients for the wealth management and fund platform business.
Responsibilities will include client take-on, risk assessments, general administration of client portfolios, reviewing client due diligence (including enhanced client due diligence and enhanced
measures), client file reviews in line with regulatory rules, liaison with clients and investment advisors, project work and presenting at the New Business Committee on an adhoc basis.
Candidates should have some relevant experience in private client investment administration/wealth management, fund or trust administration and demonstrable experience of client onboarding in the Guernsey regulatory environment.
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