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Relationship Management Assistant, Guernsey

30 Jan 2018
Personnel Appointments
Guernsey,Channel Islands,United Kingdom
Job type
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Our client is a licenced provider of banking and investment services seeking to recruit a Relationship Management Assistant.

Overall purpose of the role:

The Relationship Management Assistant (RMA) provides key support to the Relationship Managers to achieve the Bank’s goals. The role is varied and demands both technical and operational knowledge, as well as good inter-personal and communication skills. The Relationship Manager (RM) is the primary point of contact between the client and the Bank. RMs and RMAs form the Relationship Management team which is responsible for the proactive and autonomous management of a portfolio of High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs, as well as dealing with routine enquiries and transactions. Professionalism and responsiveness are key. The RMA assists the RMs in their acquisition of new client relationships and in their delivery of clients’ feedback, regarding products and services to the relevant specialists within the Bank. This ensures the continuous improvement and adaptation in line with market trends.

Key responsibilities will include:

• Managing e-mail and telephone calls
• Arrange client access to e-Banking.
• Controlling client transactions
• Post transaction alert management
• Corporate actions
• Regular risk / documentation reviews and follow
• On-going compliance and admin tasks which include KYC, CDD updates, regular and objective AML and risk assessments.
• Ad-Hoc Projects for bank/department.

The successful candidate will have:

• Previous banking experience - back and front office.
• The candidate would be encouraged to study for the Guernsey Financial Advice Standard (GFAS) level 4 qualification.
• IT Skills include: Microsoft Office i.e. Outlook, Word & Excel, Host, CRM, On Demand, OTMS, Market Map.

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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