Client Relationship Manager, Private Wealth
at
Davy
London, London - England, United Kingdom
-
Full Time
Start Date
Immediate
Expiry Date
08 Dec, 26
Salary
0.0
Posted On
09 Sep, 26
Experience
7 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Industry
Financial Services & Insurance
Description
We are working with a prestigious international provider of private wealth services who are seeking a Client Relationship Manager to join their Guernsey team on a fixed term contract. This role will see you managing a varied portfolio of ultra-high net worth clients, including complex structures across trusts, companies, foundations, and partnerships. You will be responsible for ensuring timely administration, compliance with regulatory requirements, and maintaining accurate records. The ideal candidate will bring at least two years’ experience in trust and company administration however our client is also open to strong transferable skills. Applicants must also be STEP/CGI/ACCA/ACA qualified or working towards this. This is a fantastic opportunity to join a collaborative, supportive team with strong professional development prospects.
Linked-in
Google