We are working with our client, a respected organisation within the financial services sector in St Peter Port, Guernsey, to appoint a Senior Associate – Private Client on a permanent basis. This is a key opportunity to join our client’s team supporting private clients with their financial and wealth-related matters, contributing to the delivery of high-quality, tailored services in a dynamic and professional environment.
Skills
- Private client focus – Experience working with individual clients and their financial affairs, ensuring a discreet and client-centric approach.
- Financial services awareness – Understanding of the financial services sector, enabling you to support the delivery of compliant and robust client solutions.
- Stakeholder communication – Ability to communicate clearly and professionally with clients and colleagues within our client’s team.
- Attention to detail – Careful handling of client information and documentation to maintain accuracy and integrity.
- Team collaboration – Working effectively with our client’s team to help deliver a consistent and high-quality service.
What you’ll do
- Support private client relationships within the financial services environment.
- Assist in the administration of client matters in line with internal processes.
- Work closely with our client’s team to help deliver excellent client service.
- Contribute to maintaining accurate client records and documentation.
- Help ensure work is completed in a timely and professional manner.
What you’ll need
- Experience working with private clients or in a client-focused role.
- Background or exposure to the financial services sector.
- Strong organisational and time-management capabilities.
- Clear, professional communication skills.
- A collaborative approach to working as part of our client’s team.
Why Join?
- Opportunity to work in a key Senior Associate role in St Peter Port, Guernsey.
- Be part of our client’s established, professional financial services team.
- Play a meaningful role in supporting and servicing valued private clients.
More information about this role is available upon request – contact the team today for further details.
