Officer – Private Wealth Support

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-8064

LIVE

We have a new opportunity for an Officer in Private Wealth to join a leading provider of compliance, administration, asset and advisory services.

 

Key duties will include:

  • Being actively involved in ensuring that FATCA and CRS reporting is collated and maintained up to date for all client entities
  • Working closely with the Private Wealth Administration teams with regard to the completion of IRS FATCA forms and self-certificates for banks, brokers, etc.
  • Ensuring that required information for new clients is collated in a timely manner to support the new business acceptance process for presentation to the committee
  • Building and maintaining effective working relationships with the wider Private Wealth business

 

More information about this role is available upon request – contact the team today for further details.



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