Looking to build your career within private wealth and family office services? Our client is seeking an Assistant Client Relationship Manager to join their team! Working within a dynamic family office environment, the role provides hands-on experience across a diverse portfolio. Location Guernsey , Channel Islands Duties for this role include, but are not limited to: Supporting the administration of a complex multi-jurisdictional private wealth structure. Assisting with day-to-day interaction with clients and the family office. Supporting short and long-term administrative and operational projects. Assisting with compliance processes and risk-related tasks. Supporting financial oversight and liaising with accountants as required. Assisting with FATCA/CRS reporting and regulatory requirements. Coordinating the opening of bank and investment accounts. Preparing payments and monitoring transactions. Maintaining internal systems and databases accurately. Providing general support to the wider team and contributing to service delivery. Skills / Qualifications The ideal candidate will be a trainee or have 1-2 years' experience within financial services, trust administration or a similar environment. They will demonstrate strong organisational skills, attention to detail and a willingness to learn. Excellent communication skills and a proactive approach are essential, along with the ability to work in a fast-paced environment. A desire to study towards a relevant professional qualification such as STEP or CGI would be advantageous.
Assistant Client Relationship Manager - Family Office Team
Guernsey
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Finance
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