19 Jul Client Director
We have a great opportunity for a Client Director to join an independent financial services group in Guernsey.
The main focus of this role is is to act as the client relationship principal for a varied portfolio of trusts, companies,
foundations and partnerships.
Some of the key duties include:
- Act as Client Relationship Principal and assume the lead client relationship role, reporting to the Managing Director
- Liaison with other departments in relation to operational matters affecting Client Relationship matters.
- Conducting Client Relationship meetings as appropriate to client base and in accordance with Group KPIs and standards.
- Monitoring and reviewing oversight data and addressing issues as necessary.
More information about this role is available upon request – Contact the team today for further details.