17 Aug 2017
Account Manager Private Wealth Solutions, Guernsey
Job DescriptionOur client is a private bank and wealth management company seeking to recruit an Account Manager - Private Wealth Solutions. 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: email@example.com or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.
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