Our client is seeking a Senior Assistant Relationship Manager on a temporary basis for a period of 6 months to support the Wealth Management team in Jersey. You will be responsible for delivering exceptional service, knowledge, and expertise to both clients and internal and external stakeholders. This role involves supporting Relationship Managers and assisting the Head of Wealth Management. Click here to read more.
Job Duties:
- Monitor the central email account daily, coordinating with the team to prioritise and action tasks appropriately
- Input loans, deposits, payments, and other ad-hoc transactions on a daily basis
- Liaise with clients and Referral Officers to communicate account positions and any changes
- Review daily transaction reports to ensure correct processing and settlement, and identify clients requiring cash management
- Confirm securities, treasury transactions, and execution prices to clients or Referral Officers, ensuring accuracy within agreed time limits
- Investigate and resolve settlement and custody queries received from clients and Referral Officers
- Conduct client call-backs for incoming and outgoing payments, documenting rationales and updating transaction profiles
- Participate in ongoing transaction monitoring processes, ensuring detailed narratives are recorded in the system
- Manage diary entries for future transactions, including payments and roll-over of fixed-term deposits and loans
- Monitor incoming cash flows and address issues with unapplied funds to ensure resolution
- Perform daily cash management tasks, checking reports and accounts for overdrawn balances, trades settling, maturing deposits, client credit positions, and standing instructions
- Update Referral Officers and clients on relevant account activities via email
- Respond to client queries in a timely and accurate manner, including providing ad-hoc statements, valuations, and resolving payment or pricing queries
- Take notes during client meetings and produce call reports
- Participate in various Wealth Management projects as needed
- Coordinate the request and receipt of signed account acknowledgements when required
- Prepare fee letters for new and existing clients, detailing charges for transactions and services
- Communicate corporate actions to clients and ensure timely instructions are provided
Job Requirements:
- Strong understanding of banking and banking operational processes
- Excellent interpersonal and communication skills
- Ability to manage a range of tasks from basic administrative duties to complex client requests
- High attention to detail and accuracy in all responsibilities
What You'll Love:
You will be part of a highly professional Wealth Management team, where you'll play a key role in delivering top-tier service to clients. This role offers the opportunity to develop your expertise in a dynamic and supportive environment, with the chance to work closely with senior management and contribute to key projects. We look forward to receiving your application and discussing how you can contribute to our client's team.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here