Client Relationship Manager, Private Wealth

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-19823
Job Location: Guernsey

Join a small team of Client Relationship Managers, providing high-quality administration services to a complex family trust structure.
As a Client Relationship Manager, you will deliver efficient, timely and high-quality administration services to a complex, multi-jurisdictional family trust structure with diverse assets and investments. Working closely with colleagues, intermediaries and an overseas family office, you will support day-to-day administration, coordinate projects, assist with risk management and compliance, and help maintain strong client relationships.

We are looking for an experienced professional who holds, or is working towards, a STEP, CGI, ACCA or similar qualification. Strong interpersonal and organisational skills, alongside a proactive approach and the ability to manage competing priorities, are essential to success in this role.

View More Information

Similar Jobs

©2026 Guernsey Press