Client
Relationship Manager

Private Wealth | Guernsey | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

Job Description

About The Role.

To assist the senior members of the team in providing efficient, timely and high-quality administration services to a portfolio of often ultra-high net worth clients in order to earn a defined revenue contribution to Suntera’s gross profit.  

Your duties will include:

  • Joining an administration team of six specialising in clients from the Middle East.  Administration of a diverse range of client structures, including trusts, companies, foundations, protected cell companies and limited partnerships
  • The structure assets include trading entities, traditional financial investments, Private Equity and property
  • The structures can oversee entities located in a variety external jurisdiction
  • As a client relationship manager, you will be able to gain a wide range of experience dealing with a diverse number of activities managing the entities on a team based, collaborative approach. The administration is dynamic with a high level of new business enquiries
  • With experience, the right candidate will be encouraged to develop their career with Suntera and have the opportunity to travel to meet with client families either in the UK, Europe or the Middle East

Job Description
testimonial quote image

What i love about my job

"I've been with Suntera for almost two years and couldn't be happier.  From the get-go, the friendly and positive working environment has made every day enjoyable, and the support I've received in pursuing my MSc in Corporate Governance has been invaluable.  We have an excellent sports and social team, and I'm especially looking forward to the upcoming music quiz supporting Guernsey Motor Neurone, a cause close to me and my family."

Jason Warr
Client Relationship Manager, Guernsey

About you.

Skills and Requirements: 

  • A minimum of 4 years’ experience in a varied trust and company environment
  • STEP/CGI/ACCA/ACA qualified or equivalent, studying towards such a qualification or willing to take such a qualification
  • Excellent grasp of oral and written English
  • Good working knowledge of Word, Excel and Outlook
  • Excellent communication skills
  • Excellent Relationship management skills
  • Ability to manage priorities and multiple deadlines in a dynamic and proactive way
  • Team player
  • Efficient approach to administration 



Personal qualities

  • Integrity
  • Inspires client and team confidence
  • Adaptable and versatile
  • Assertive and confident
  • Discrete and tactful
  • Emotional resilience
  • ‘Can do’ attitude
  • Role model
  • Appropriate office conduct and attitude to work

 

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.

Apply now

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Our application process is straightforward. Contact one of our friendly team members and they will reply to you swiftly.

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