28 Feb 2020

Assistant Relationship Manager – Asset Management, Guernsey | Guernsey,United Kingdom

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank and wealth management company seeking to recruit an Assistant Relationship Manager to work in their external Asset Management team.

Key responsibilities will include:

• Be responsible for accurate processing of payment, security, loan, deposit and foreign exchange transactions
• Reporting to EAMs on executed transactions
• Assist in production of interim statements and valuations for EAMs and end clients, together with any ad-hoc specialised reports as requested from time to time
• Support of account opening and KYC reviews with production of screening reports
• Take care of the investigation of EAM/End Client enquiries raised
• General administrative tasks
• Establishing and developing relationships with various internal partners such as Front support teams, Operations team, Credit, First Line of Defense Support, Compliance and Legal
• Supporting project initiatives, both Bankwide and EAM specific will allow you to build up a network with positive working relationships

The successful candidate will have:

• Financial service relevant professional qualification preferred
• Experience of working with Asset Management professionals
• Previous experience of working within professional or financial services would be considered as a strong plus
• Excellent organisational and communication skills both written and oral
• Strong PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint

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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