Account Manager

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-19752
Job Location: Guernsey

A leading offshore private bank is seeking an experienced Account Manager to serve as the primary point of contact between Relationship Managers, the bank, and a designated client portfolio. In this client-centric role, you will deliver a highly personalised service while coordinating instructions and managing the end-to-end execution of deposits, payments, foreign exchange, securities transactions, and corporate actions.


Key responsibilities include preparing account opening documentation, resolving on boarding queries, conducting periodic account reviews, and monitoring transactional activity in line with risk and regulatory standards. You will also assist Relationship Managers with client entertainment, support the positioning of the bank’s broader product suite (including savings, custody, and lending), and ensure departmental procedures meet all compliance requirements.

The ideal candidate brings a solid background in a front-office client support role within the banking or trust sector, alongside a strong knowledge of banking, custody, FX, and credit services. You must possess excellent communication, IT, and organisation skills, high risk awareness, and a proven track record of managing multiple priorities in a team environment.

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