Saturday 23 October 2021
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Relationship Management Assistant

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Type:Permanent
Hours:Full Time
Reference:SOURCE-13053
 

Full Description

An international bank with a large Guernsey presence is seeking an organised, personable candidate with the ability to establish and maintain a good working relationship with clients and colleagues to join their busy private banking team. This is a crucial support role and duties are varied but will cover assisting with all aspects of account opening from providing the blank set of documentation to answering any questions with regards to the completion of the documents, controlling client transaction including client access to eBanking, posting transactions, compliance and admin tasks to include KYC, CDD updates, regular and objective AML and risk assessments and managing e-mail and telephone calls. Full training will be given on internal systems but knowledge and experience of taking complex trades on behalf of the RMs would be beneficial. Support will be given to candidates who wish to study for the Guernsey Financial Advice Standard (GFAS) level 4 qualification. An excellent opening for a personable, detail focussed individual looking to progress their career.

For more information please visit https://www.source.gg/jobs/13053/relationship-management-assistant.


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