Assistant Relationship Director

☞ Thomas & Dessain

View: 107

Update day: 01-06-2024

Location: Neath Wales

Category: Sales

Industry: Staffing Recruiting

Position: Director

Job type: Full-time

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Job content

Description

Our client seeks the ideal candidate to manage customer service activities and process instructions and requests, analysing and interpreting enquiries to determine customer needs and provide solutions. He/she will act as primary contact for offshore offices; input customer information onto systems accurately; prepare client correspondence, including complex credit applications; contribute to coordination of workflow to deliver client satisfaction; work as part of a unified team and support other team members; ensure adherence to policies; undertake training and development.

Requirements; are broad knowledge of financial products and services; hold financial qualification; meticulous attention to detail; analytical skills with good knowledge of trade and settlement cycle; an advantage is an understanding of private banking and wealth management market place, clients, products and services; strong track record of working in regulated investment/banking advice; experience in issue management and resolution, and complaint handling; good level of leadership and influencing skills with the ability to drive and motivate high performing teams; excellent interpersonal and verbal and written communication skills.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact Emma O’Connell
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Deadline: 16-07-2024

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