Our client is seeking a Client Relationship Manager to join their Private Wealth department in Guernsey on a temporary, full-time basis for a period of 8 months. You will be responsible for delivering high-quality administration services to a portfolio of ultra-high net worth clients, working with a variety of structures including trusts, companies, foundations, and partnerships. The role involves supporting complex international structures across multiple jurisdictions and contributing to the team's revenue goals.
Job Duties:
- Assist in the administration of a diverse portfolio of trust and company structures
- Prepare and input tax returns to meet submission deadlines
- Process payments, including distributions, fees, and third-party invoices
- Support periodic reviews of trust structures in line with regulatory requirements and internal procedures
- Track and follow up on outstanding action points to ensure timely resolution
- Draft fee amendment notices when required
- Prepare and submit annual validations by the specified deadlines
- Complete internal checklists to maintain compliance
- Accurately input and maintain client data using the NAV One system
Job Requirements:
- Minimum of 2 years’ experience in a trust and company administration environment
- Working towards or holding a relevant qualification (STEP, CGI, ACCA, ACA or equivalent)
- Strong written and verbal communication skills
- Proficient in Microsoft Word, Excel and Outlook
- Excellent relationship management skills
- Strong organisational skills with the ability to prioritise multiple deadlines
- A collaborative team player with an efficient approach to administration
What You’ll Love:
Our client fosters a supportive and development-focused culture where hard work and dedication are recognised. You will benefit from working in a dynamic environment with prestigious client structures and international exposure, while gaining valuable experience during this 8-month assignment.
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