Client Account Manager - Private Clients

  • Job Reference: 8223
  • Date Posted: 16 November 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The successful candidate will be working in the Private Clients team in Jersey. The role is to manage, preserve and grow the wealth of the clients.
Responsibilities Include:
- Be the point of entry for processing client orders, e.g., foreign exchange, loans and deposits. 
- Be the direct contact for daily banking activities and administrative work for our clients. 
- Manage daily client transactions and carry out inquiries and troubleshooting.