Account Manager
Apply for this jobWe are seeking an experienced Account Manager to act as a key point of contact between Relationship Managers, the Bank and a portfolio of clients. This is a client-focused role combining relationship support, day-to-day account management and transaction coordination, with a strong focus on delivering a high standard of personalised service.
KEY RESPONSIBILITIES:
- Act as a key point of contact for clients, working closely with Relationship Managers to deliver a seamless client experience
- Coordinate client instructions and manage the end-to-end processing of deposits, payments, FX, securities transactions and corporate actions
- Maintain proactive and personalised client communication, building strong and trusted relationships
- Prepare account opening documentation and support the onboarding process, resolving missing information and other issues as required
- Ensure client accounts meet required standards and support ongoing monitoring, remediation and periodic reviews
- Support the Relationship Manager in identifying client needs and positioning the Bank’s wider range of services, including savings, FX, custody and lending
- Assist with client relationship-building and entertainment activities
- Maintain a strong understanding of relevant legislation, regulation and internal policies, ensuring these are reflected in day-to-day activities and procedures
QUALIFICATIONS AND EXPERIENCE:
- Experience in a front-office client support role, ideally within banking, trust or financial services
- Good understanding of banking, custody, foreign exchange and credit
- Strong track record of supporting client relationships and working closely with Relationship Managers
- Experience managing multiple priorities and coordinating activity across different teams
SKILLS AND ATTRIBUTES:
- Client-focused with a genuine commitment to delivering an exceptional service
- Excellent communication and interpersonal skills
- Highly organised
- Strong risk awareness and a clear commitment to compliance
- Collaborative team player
- Hold an appropriate Right to Work in Guernsey
Permanent
6 days ago
