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Assistant Manager – Private Client Services, Guernsey


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2019-07-10 18:00:081970-01-01 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom
Sector Funds
Start Date ASAP
Job Ref XS25938
Job Views 77
Description
Our client is an independent, award-winning provider of fund, corporate and private wealth services to institutional and private clients is seeking to recruit an Assistant Manager - Fund Services.

Overall purpose of the role:

The role holder will be required to administer a client portfolio, under the supervision of a Manager. They should be able to demonstrate a clear understanding of the client’s portfolio, including risk awareness, relationship management and contractual and statutory obligations.

Key responsibilities will include:

•Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
•Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams write-offs and maintain division’s KPIs.
•Through effective administration, ensure existing clients are retained.
•Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
•Adhere to CPD requirements in accordance with qualification level and in-house procedures.
•Adhere to the Group’s core values and behaviours.
•Check, delegate and monitor the work of junior members of the team and where appropriate ensure team’s adherence to their contractual obligations.

The successful candidate will have:

•Relevant previous experience of working in a similar role.

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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