We are reaching out with an exciting permanent opportunity based in St Peter Port, Guernsey, for a Client Relationship Manager – Private Wealth. Our client is a highly regarded organisation in the fund sector, looking to strengthen its team with a professional who will nurture and grow relationships with private wealth clients. In this role, you will be a trusted point of contact, ensuring exceptional service delivery and long-term engagement while representing our client’s standards of integrity and expertise.
Skills
- Client relationship management – building strong, enduring relationships with private wealth clients, understanding their needs, and providing a consistently high level of service.
- Communication – clearly and professionally conveying information to clients and colleagues, ensuring expectations are understood and managed.
- Organisation – efficiently managing multiple client relationships, tasks, and deadlines to maintain a smooth, reliable service.
- Attention to detail – carefully monitoring client instructions and documentation to maintain accuracy and compliance.
- Service orientation – focusing on delivering an excellent client experience that reflects our client’s commitment to quality.
What you’ll do
- Act as a primary contact for private wealth clients, supporting their ongoing needs.
- Coordinate and oversee client-related processes within the fund sector.
- Maintain accurate records and documentation for client relationships.
- Collaborate with our client’s team to ensure seamless service delivery.
- Support the growth and retention of our client’s private wealth portfolio.
What you’ll need
- Experience managing client relationships in a professional services or financial environment.
- Strong communication skills and a confident, professional manner.
- Ability to organise and prioritise multiple tasks effectively.
- Keen attention to detail in handling client information and documentation.
- A service-driven mindset aligned with supporting private wealth clients.
Why Join?
- Play a key role in our client’s growing private wealth offering in Guernsey.
- Join our client’s team in a stable, permanent position with long-term prospects.
- Work in a professional environment where client service is truly valued.
More information about this role is available upon request – contact the team today for further details.
