07 Feb

Client Relationship Manager Private Clients Team Guernsey Jobs Vacancy at Personnel Appointments

Position
Client Relationship Manager Private Clients Team Guernsey
Company
Personnel Appointments
Location
ENG
Opening
07 Feb, 2018 30+ days ago

Personnel Appointments urgently required following position for Client Relationship Manager Private Clients Team Guernsey. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Client Relationship Manager Private Clients Team Guernsey Jobs Vacancy at Personnel Appointments Jobs Details:

Our client is a fiduciary services company seeking to recruit a Client Relationship Manager – Private clients team.

Overall purpose of the role:

The private client team administers a variety of clients including traditional Trusts, Companies, Trust and Company structures, foundations and private Trust company/family offices.

Key responsibilities will include:

•Assist in designing plans to achieve company goals and create strategies
•Perform research to identify new potential clients
•Create presentations to inform potential or existing clients about their company's services.
•Attend quarterly management meetings
•Liaising with the board of directors on certain technical issues.
•Assume responsibility for a small portfolio of existing clients and pursue new clientele opportunities.
•Attend client and intermediary meetings.
•Acting as an authorised signatory on successful completion of probationary period.
•Ensure high service levels are maintained and prompt turnaround times continue.
•Business development, travel and networking to promote the company’s private client offering.

The successful candidate will have:

•Good technical Trust and Company background.
•Several years’ combined experience in a relationship management and administrative role.
•Previous business, or management experience, coupled with knowledge of or experience in a regulated and licensed fiduciary company.
•Demonstrated ability to exceed target revenue goals, provide excellent client service, build long-term relationships, and work in a team-oriented environment.
•Knowledge of Navision would be an advantage but not necessary.

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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