Client Relationship Manager

Ref:SRJ0526-33973

Dynamic and ambitious finance professional required to take on a role with a reputable wealth management firm!  Supporting a fast paced team of Wealth Consultants, you will play a central role in delivering high-quality financial advice, by assisting with relationship management, coordinating day to day service activities and ensuring regulatory requirements are met.  This will include assisting with preparing financial plans, completing onboarding processes, taking part in meetings and maintaining records and documents. 

Candidates will need proven client-facing experience in a similar firm, ideally in Jersey, and should be familiar with JFSC requirements and CDD processes. Excellent interpersonal skills are essential, along with the ability to manage time effectively, meet deadlines and prioritise tasks under pressure. 

This role would be suited to someone looking to develop their career, and for the right individual could lead to a rewarding wealth management career. 

We have new opportunities every day, sometimes every hour! We aim to get them live ASAP, but this isn't always possible during busy times, why not email your CV to our amazing talent team at hello@select.je, or sign up to our job alerts, to make sure you never miss out. https://www.selectrecruitment.je/candidates/job-alerts/