Job Description

Our client is a dedicated wealth manager, solely providing their clients with top-tier investment solutions and premium services. With strong client relationships at the heart of their process, their conviction-driven approach is designed to develop and tailor innovative solutions across traditional and alternative investments. They are looking to fill a temporary Senior Assistant Relationship Manager role, with an immediate start.

The Senior Assistant Relationship Manager (SARM) is responsible for providing excellent service and expertise to clients and internal and external stakeholders. They support Relationship Managers within the Wealth Management team and assist the Head of Wealth Management.

Your duties include daily monitoring of the central email account, input of loans, deposits, and payments, and liaising with clients and referral officers. You'll review daily transaction reports, confirm securities, treasury transactions, and execution prices, investigate and resolve settlement and custody queries, and handle client call backs regarding incoming and outgoing payments. You would also monitor incoming cashflows, check incoming funds that have not been applied to the client's account, and check for overdrawn cash balances, trades settling, maturing deposits, bonds, client's credit position, standing instructions, and other transactions.

To find out more information and a full job description, please get in touch:

temps@asl-jersey.co.uk