10 Mar 2017

Account Manager Private Banking and Wealth Management

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank and wealth management company seeking to recruit an Account Manager - Private Banking and Wealth Management. Overall purpose of the role: • Working in the company’s Guernsey branch services to Shared Relationship clients. Developing strong working relationships with the bank’s Group Relationship Managers from the UK and Switzerland, including personal meetings to enhance communications • Take on responsibility for a book of Shared Relationship clients and, at the same time, providing support to team members in Guernsey. • Handle all account-opening documentation and client profiling/KYC issues at the relationship take-on stage. 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. 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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