Assistant Manager/Manager - Transfers & Loans

  • Job Reference: 9638
  • Date Posted: 11 September 2023
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The successful candidate will assist with the management of the Transfers & Distributions team to include coaching/mentoring the team, being a point of escalation for member queries and running/analysing reports both for internal commentary and to meet our regulatory reporting requirements.
Responsibilities Include: 
- Review and oversight of team and all associated distribution, transfer, loan and pension payment requests.
- Oversight and mitigation of all risks within the team.
- Maintain and develop relationships with UHNW and HNW individuals with a focus on retention of key clients through enhanced member experience.