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Account Manager - Client Relationship Management, Guernsey

2019-01-08 18:00:382019-01-26Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom
Sector Banking
Start Date ASAP
Job Ref XS25238
Job Views 89
Description
Our client is a private bank and wealth management company seeking to recruit an Account Manager - Client Relationship Management.

Role purpose:

As an Account Manager (AM) the successful candidate will act as support for a designated Relationship Management team and service the clients within that team. Support the Relationship Managers in providing a high level of service to HNW Individuals, local and international Trust Companies and Wealth Managers. Be a focal point of contact for the client’s daily banking requirements.

Key responsibilities will include:

•Responsible for the execution of client transactions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions)
•Identify opportunities to cross and up sell the banks products and services and record these leads in the appropriate database.
•Receiving and making client calls to facilitate transactions and resolve queries.
•Reviewing new account CDD and subsequent preparation of account opening documentation and risk review paperwork.
•Liaising with clients to close any gaps in CDD documentation for both new and existing bank accounts.
•Preparation of Account closure documentation.
•Completion of client Risk Review documentation in accordance with group risk policies for regular risk reviews.
•Attending client meetings/service reviews and social events as appropriate.
•Review and provide sufficient information to enable closure of overrides on transactions generated by T24 / FIRCOSOFT.
•Resolving E-Services issues (e.g. forgotten passwords) directly with the client.
•Maintaining good relationships with other departments to ensure good turnaround times and effective communication flows.
•Such other duties as may be required.

The successful candidate will have:

•Relevant experience of working in an Account Manager role.
•Good organisational and communication skills.

For more information please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.





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