14 Jul 2016
Account Manager Banking, Guernsey
Job DescriptionOur client is a private bank and fiduciary services company seeking to recruit an Account Manager - Banking. Key responsibilities will include: • Pro-actively develop relationships with bank’s group Relationship Managers who seek to book shared relationship business on the Guernsey Booking Platform, identifying service enhancement opportunities, implementing changes as necessary and where appropriate introducing product specialists. • When dealing with client instructions, maintain the highest professional and ethical standards with regard to money laundering and general due diligence practice. Ensure that the rationale for transactions over the accounts is in line with the client’s profile and/or is clearly documented especially with respect to payments traffic. • Handle all account-opening documentation and client profiling/KYC issues at the relationship take-on stage. • Receipt of instructions relating to payments, securities, money market and foreign exchange, carrying out due diligence regarding nature of transaction and authority of client/agents to give instruction. • Effective liaison with all support functions of the Bank, with particular emphasis on Credit, Treasury and Securities related matters. In addition, provide support to other bank staff as required, in particular to colleagues within the Account Management team. The successful candidate will have: • Minimum of Level 4 professional financial qualification to meet UK RDR Standards (or commitment to undertake relevant study/training to obtain such qualification within a set timeframe). • Relevant previous experience.
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