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This person will be responsible for a portfolio of high value, blue chip clients, potentially covering the spectrum of the divisions’ service lines (share plans / international pensions plans / deferred compensation plans / employee benefit trusts). The relationship manager will be the prime point of contact for these clients and will be responsible for maintaining and developing the existing relationships as well as actively seeking new opportunities to provide additional employee benefit and wealth management services to them. In addition this person will be a prime point of contact for clients’ advisors and other key targeted advisors and |
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This role will include dutoes such as, preparation of Swift Payments, fixed deposits, standing orders, cheques, direct debits and BACS. Checking client details, i.e. signatures, mandates and indemnities to an extremely high degree of accuracy. Opening and closing accounts. Ordering cheque books and cheque cards. It really is a great opportunity for someone to grow and develop in a banking environment.
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The successful candidate will have an in depth knowledge of a securities departments as they will manage the day to day administration of a Jersey Registered Collective investment scheme and portfolio clients. |
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