Assistant Manager/Manager - Transfers & Loans
- Job Reference: 9638
- Date Posted: 11 September 2023
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Sector: Banking & Financial Services
- Job Type: Permanent
- Work Hours: Full Time
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.
- 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.