Account Executive - Intermediary Team

  • Job Reference: 7586
  • Date Posted: 24 November 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The role will be supporting non personal clients in Crown Dependencies with client service and relationship management delivery and main point of contact for clients, ensuring strong working relationships; and supporting an assigned Relationship Manager.  Postholder will be pro-active with client calls and ensure that Relationship Managers follow up on all client leads; facilitate client meetings independently and ensure Relationship Manager adheres to CDD policy; liaise between RM and internal specialist product areas; contribute towards RM financial targets; undertake risk management including AML, CFT, Sanctions, Cross Border, Data Protection, CDD and Customer Acceptance.
Candidate will be proactive and well organised; able to multi-task and self motivated; strong evaluative judgement, analytical, problem solving, influencing and interpersonal skills; able to prioritise, work on initiative and under pressure; team player; be logical and structured.
Five years continuous residence in Jersey required.