Suntera Careers: Client Relationship Manager GSY

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.

About The Role.

As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments, Private Equity and very early stage tech start-up companies, art, property, private jets and yachts. The structure oversees a number of other entities located in a number of external jurisdictions.

Your duties will include:

Working in a team of 5, providing support to the ACD and Client Director
Assisting with short to long term admin projects to ensure the clients/family office continue to receive a high level of service in matching with the Company’s values
Assisting in the mitigation of risk factors by helping with the review and management of administration and compliance work
Acting as a “C” Signatory
Assisting with the provision of financial information and oversight sufficient to allow our accountants to draft financial statements
Undertake FATCA/CRS reporting and similar work
Assisting intermediaries in meeting their client’s expectations within legal and regulatory frameworks
Maintaining a proactive relationship with the clients and family office
Providing a collaborative approach to joint projects
Opening of client bank/investment accounts and related tasks
Payment preparation and transaction monitoring
Maintaining the Business Central and DMS databases
Providing support to team members generally
Maintaining CPD requirements and keeping up to date with all industry developments
Any other ad-hoc tasks and responsibilities as assigned to you by your Manager.

What i love about my job

"I started at Suntera Private Wealth (Guernsey) Limited as a Trust Officer in July 2016, and I was promoted to a Senior Trust Officer within a couple of years. I have also tried my hand at being an Assistant Trust Manager, however, I decided that role was not for me. Suntera were fully supportive of my decision not to continue down the management path. Although I have not taken any exams whilst working at Suntera, Suntera has been fully supportive of my colleagues who have taken professional exams. Should I wish to take any further professional exams, I know that Suntera will fully support me.

Suntera has some fantastic social events, such as summer parties and Christmas parties. In addition to these events, Suntera also puts on quarterly drinks events, which are a great way to meet up and mingle with all the office staff that you don't get to see on a daily basis. Suntera also arranges various staff activities throughout the year, such as pottery painting, candle making, wreath making, a bat talk, stand-up paddle boarding, cinema nights, etc.

Suntera are a fantastic bunch of people to work with, and I wouldn't consider working anywhere else."

Becky Campbell
Senior Trust Officer, Guernsey

About you.

You will have strong relevant experience and strong interpersonal skills.

The following attributes would also be advantageous:

Experience and understanding of managing trust structures
Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same
Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative
Excellent organisational and communication skills
Ability to work to deadlines and meet and define KPIs
Be a brand ambassador and role model for the brand values of empowering responsible ambition

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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