Purpose of the role:
Responsible for supporting a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.
Responsibilities:
- Be a B or C level Authorised Signatory of the Nominee Companies as required
- Support where appropriate the Jersey owner who has responsibility for the service delivery of the Service
- Assist with the profitability and financial performance of the Service
- Be responsible for the service delivery to your clients or team clients, of all services sitting within the Service Family as more clearly defined in the Service Navigator
- To participate and be involved in both regional and group initiatives and projects relevant to the Service where appropriate
- Support head of Service delivery for the function to ensure the improvement of our total service delivery to clients
- Where appropriate promote the organisation's capabilities to clients, identify sales opportunities to be forwarded to the relationship managers and achieve contract extensions or additional business within the account(s)
- Ensure you maintain the appropriate level of technical expertise, qualifications and experience to provide the Service and ensures this remains up to date through CP
- Support Client Relationship Managers with the achievement of revenue targets for the Service
Skills required:
- Ideally 2 years relevant experience
- Ideally to hold or willing to study towards a JFSC Table 5 qualification
- Relevant professional qualification, ideally A level or equivalent
- Good written and verbal communication
- Customer service oriented with a passion for consistently exceeding client expectation
- Good knowledge of software packages, i.e. Microsoft Office
- Good knowledge of relevant regulatory requirements and standards