Account Manager

Guernsey
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We 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
Job Title
Account Manager
Reference
906
Job Category
Banking
Job Location
Guernsey
Job Salary
Negotiable
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