Client Relationship Manager/AM

We are seeking a Client Relationship Assistant Manager / Manager to support and develop relationships with individual and corporate pension scheme clients. This varied role involves meeting with pension scheme members and employers, providing guidance on pension products and options, managing ongoing client relationships, and ensuring clients remain informed of relevant procedures, legal, tax and regulatory requirements. 

Key criteria:

• Demonstrable client relationship management skills.
• Minimum 3 years’ experience within a financial services business. 
• Strong communication, record-keeping, self-motivation and organisational skills.
• Ability to explain complex financial products clearly and effectively.
• Personable, approachable and able to adapt to individual client needs. 
• Sound knowledge of Guernsey financial services legislation.

Contact us to see the full job description!