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Account Manager - Client Relationship Management, Guernsey

14 Feb 2018
Personnel Appointments
Guernsey,Channel Islands,United Kingdom
Job type
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Our client is a private bank and wealth management company seeking to recruit an Account Manager - Client Relationship Management.

Role purpose:

As an Account Manager (AM) the successful candidate will act as support for a designated Relationship Management team and service the clients within that team. Support the Relationship Managers in providing a high level of service to HNW Individuals, local and international Trust Companies and Wealth Managers. Be a focal point of contact for the client’s daily banking requirements.

Key responsibilities will include:

• Responsible for the execution of client transactions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions)

• Identify opportunities to cross and up sell the banks products and services and record these leads in the appropriate database.

• Receiving and making client calls to facilitate transactions and resolve queries.

• Reviewing new account CDD and subsequent preparation of account opening documentation and risk review paperwork.

• Liaising with clients to close any gaps in CDD documentation for both new and existing bank accounts.

• Preparation of Account closure documentation.

• Completion of client Risk Review documentation in accordance with group risk policies for regular risk reviews.

• Attending client meetings/service reviews and social events as appropriate.

• Review and provide sufficient information to enable closure of overrides on transactions generated by T24 / FIRCOSOFT.

• Resolving E-Services issues (e.g. forgotten passwords) directly with the client.

• Maintaining good relationships with other departments to ensure good turnaround times and effective communication flows.

• Such other duties as may be required.

The successful candidate will have:

• Relevant experience of working in an Account Manager role.

• Good organisational and communication skills.

For more information please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.

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