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