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Client Relationship Manager

Guernsey

Agency Listing
Finance
Trust

This is a high-profile and relationship-led role supporting a complex, multi-asset private wealth structure. In this position, you will play a key and trusted part in delivering consistent, high-quality administration within a fast-moving international environment! Location Guernsey , Channel Islands Duties for this role include, but are not limited to: Administer a complex family office structure, including trusts, companies, and underlying assets across multiple jurisdictions. Act as a primary point of contact for the overseas family office, maintaining a proactive and responsive relationship. Support the ACD and Client Director with day-to-day administration and longer-term projects. Assist with risk mitigation through oversight of administration and compliance activity. Act as a "C" signatory in line with internal authority levels. Support the provision of financial information to enable preparation of financial statements. Undertake FATCA/CRS reporting and related regulatory submissions. Open and maintain client bank and investment accounts. Prepare and process payments and monitor transactions. Maintain accurate records across Business Central and document management systems. Support joint projects and collaborative initiatives across the team. Maintain CPD requirements and stay up to date with industry developments. Skills / Qualifications The ideal candidate will have strong experience in trust administration and managing complex private wealth structures. A proactive, organised, and professional approach is essential, along with strong interpersonal skills, the ability to work independently, and progress towards or attainment of a relevant professional qualification such as STEP, CGI, or ACCA.

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