Temporary Client Relationship Manager – Private Wealth

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-18524
Job Location: Guernsey

We’re looking for a Client Relationship Manager to join our Private Wealth team and help deliver high-quality administration services to a diverse portfolio of ultra-high-net-worth clients for 8 months.
This role involves supporting the management of complex structures, including trusts, companies, foundations, and partnerships across multiple jurisdictions. Key tasks include preparing tax returns and validations, processing payments, conducting reviews, maintaining system data, and assisting with compliance.

The ideal candidate will have at least two years’ experience in trust and company administration, strong communication skills, and be working towards a relevant qualification (STEP, CGI, ACCA, or ACA). Proficiency in Microsoft Office and excellent organisational skills are essential.

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