Date live:20/08/2025
Business Area:Crown Dependencies
Area of Expertise:Relationship Management
Contract:Permanent
Reference Code:JR-0000066367
As an Account Executive, you will play a central role in supporting Relationship Directors to manage client portfolios and deliver exceptional service. This varied position involves handling incoming client queries via the team inbox and responding in a timely manner, arranging and attending client meetings, completing follow-up actions, and carrying out essential administrative and reporting duties. You will work directly with clients—both alongside Relationship Directors and independently—ensuring all actions are completed to a high standard and that risk-based checks, due diligence, and compliance requirements are met. The role requires balancing multiple priorities, from preparing reports and maintaining accurate client records, to liaising with internal teams, performing background reviews on individuals and companies to ensure funds come from legitimate sources, and contributing to the financial targets of the team.

ACCOUNTABILITIES

• Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
• Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
• Processing of transactions, management of expense reports, and routine requests to free up the relationship manager’s time for strategic activities.
• Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
• Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
• Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
• Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
• Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
• Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
• Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
• Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.