Description
A leading wealth management company is seeking to recruit a Senior Officer, Private Wealth, Guernsey. This is a contract role for a period of 12 months.
Overall purpose of the role:
• Conduct reviews of the client book against a set methodology, identifying action points where relevant.
• Take ownership of action points including requesting and evaluating CDD, papering client files, and preparing packs for the Business Acceptance Committee.
• Work in an accurate and timely manner and provide good quality management information to the project manager.
The successful candidate will have:
• Previous experience at a similar level in an administration, file review or client onboarding role
• Experience in Trust or Corporate services sector preferred
• Relevant ICA qualification would be preferred but is not essential
• Good working knowledge of Microsoft Office, particularly Word and Excel.
For more information, please email: admin@blinkrecruitment.gg or call: +44 1481 723221. Please visit our website www.blinkrecruitment.gg for our latest vacancies.
Overall purpose of the role:
• Conduct reviews of the client book against a set methodology, identifying action points where relevant.
• Take ownership of action points including requesting and evaluating CDD, papering client files, and preparing packs for the Business Acceptance Committee.
• Work in an accurate and timely manner and provide good quality management information to the project manager.
The successful candidate will have:
• Previous experience at a similar level in an administration, file review or client onboarding role
• Experience in Trust or Corporate services sector preferred
• Relevant ICA qualification would be preferred but is not essential
• Good working knowledge of Microsoft Office, particularly Word and Excel.
For more information, please email: admin@blinkrecruitment.gg or call: +44 1481 723221. Please visit our website www.blinkrecruitment.gg for our latest vacancies.