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Client Account Manager - Private Clients

Purpose of the role:

You will be working in a Private Clients team in Jersey. This role is to manage, preserve and grow the wealth of clients.

Responsibilities:

  • Be the point of entry for processing client orders, e.g. foreign exchange, loans and deposits
  • Be the direct contact for daily banking activities and administrative work for clients
  • Manage daily client transactions and carry out inquiries and troubleshooting
  • Perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
  • Research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
  • Support client advisors in delivering exceptional client service and experience
  • Support client advisors in administrative, risk and legal and compliance related tasks and duties
  • Join client advisors occasionally in client meetings

Skills required:

  • Financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
  • Ideally you hold a level 4 (Investment Advice Diploma) qualification
  • Unyielding attention to detail, even when you are under pressure
  • Team player that remains calm while managing conflicting priorities
  • Works with absolute discretion, tactfulness and adaptability to changing demands
  • Solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
  • Effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
  • Able to utilize tools and resources to service clients as efficiently as possible
  • Confident, motivated and able to adapt to a rapidly changing environment
 

Investment Manager

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