INTERIM ACCOUNT MANAGER - GLOBAL FAMILY OFFICE - GUERNSEY -
***INTERIM ACCOUNT MANAGER (Contract role) GLOBAL FAMILY OFFICE - GUERNSEY - CHANNEL ISLANDS ***
The Client:- Internationally represented financial institution based in Guernsey
Account Manager (9-12 month interim contract) Global Family Office within the Company's Wealth Management business.
The Principal responsibilities are as follows:
The group focuses on providing tailor-made investment, fiduciary, custody, financial reporting and investment advisory solutions to ultra-high-net-worth individuals and their families, family offices as well as charities, foundations and endowments. The specifics of the role are as follows:
" Building trusted client relationships through engagement, effective communication and actions.
" Responding to client instructions immediately and queries within 24 hours
" Informing clients of any substantive changes to processes and procedures
" Monitoring cash positions/overdrafts
" Facilitate client's ability to use online applications such as Wealth Passport, TOE & GCM.
" Proactively work with clients to minimize risk and anticipate needs.
" Escalate client concerns in a timely and accurate manner.
" Assist the Relationship Manager with the client service review meetings e.g. preparation of presentations, preparation and distribution of agendas.
" Prepare call reports in conjunction with the Relationship manager within 48 hours of the meeting.
" Follow up with internal parties on any queries/issues which arise from meetings within 24 hours.
Prior experience within a Family Office is essential. Salary will be negotiable depending on the level of experience offered. Immediate start available.
Guernsey is 25 sq. miles (63 sq. kms) and has a population of approx. 68,000. It offers a completely different way of life, fantastic scenery, stunning views, award winning beaches, walks and cycle routes and a wealth of things to do.
Guernsey has a well-established legal system which has been enhanced over the years by the introduction of modern legislation covering all important aspects relating to the finance industry. This has resulted in Guernsey developing and maintaining a reputation as a well-regulated and attractive centre to conduct business. Guernsey's tax neutrality, its long history of financial and political stability, good banking and professional infrastructure, GMT time zone and proximity to the UK and Europe, have ensured that Guernsey is a first-rate, thriving, offshore financial centre. It was placed on the OECD G20 white list for offshore jurisdictions in 2009 which reflects its high standards of international compliance and transparency.
So for an initial, confidential discussion please call Ian at Judicial Review Legal Recruitment, or forward your CV to ian at judicial review. co. uk.
About Judicial Review Ltd
Judicial Review Ltd is a specialist Legal and Financial Recruitment agency based in the United Kingdom. The Company has developed substantially over the last eight years to become a leading intermediary for professional appointments. Whilst the consultancy specialises in recruitment of Solicitors for Legal Practice and In-house appointments in London and the South of England, it also has a strong international client base.
Ian has a wealth of experience in the recruitment of qualified solicitors and accountants for leading City practices and financial institutions in London, and having an affinity with the Channel Islands of Jersey and Guernsey, he has close working relationships with all leading law firms. So, if you are looking for a new appointment in London, Channel Islands or in any other international location please give Ian a call.
Judicial Review Ltd. acts as an employment agency for permanent appointments. Advertisements may contain PQE/salary levels but these should be regarded as a guide only and we are happy to consider applications from all candidates who are able to demonstrate the skills relevant to the position.
As part of our process we aim to respond to all applications within 3 working days but if you have not been contacted within this timescale then, regrettably, your application has been unsuccessful.
When you apply for this job, your details will go directly to the consultant handling the position and you will receive a confirmation email.