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Client Lifecycle Manager, Fiduciary - Guernsey

  • Location: Guernsey
  • Salary: Market related per year
  • Job Type:Permanent

Posted about 2 months ago

  • Contact: Carla Whitham
  • Contact Email: carla.whitham@ap-personnel.com
  • Contact Phone: +44 1481 743078
  • Expiry Date: 10 May 2024
  • Job Ref: 47419

Our client, a well-established financial services company, is seeking a Client Lifecycle Manager to join their growing team.

In this role you will support the client lifecycle management processes which includes new business onboarding, file review execution, and provide feedback and make decisions on complex reviews.  You will also oversee the opening of bank accounts, and interact with the banking panel to ensure a straight through process is followed.

Ideally you will have 5 years relevant experience working in Private Wealth and Funds, with at least 3 years’ experience working at Senior Officer or Assistant Manager level. 

You will need to have the ability to effectively manage the performance of individuals, have intermediate level computer skills, good communication and time management skills, as well as being self-driven.

To apply for this role please send a copy of your CV to carla.whitham@ap-personnel.com or call 01481 743078.  Please note applications can only be taken from candidates living in Guernsey who are in the possession of a Guernsey Resident Working Permit.

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