Job Description
Job Title: Client Relationship Manager
Jurisdiction: Guernsey
Department: Private Wealth
About Us
Suntera Global is a multi-jurisdictional provider of fund, corporate and private wealth services. We believe in empowering responsible ambition through the professional delivery of fund, company and trust administration as well as outsourced compliance, escrow, accounting, and tax services. We have over 400 specialists supporting a global client base from offices in the Bahamas, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, Luxembourg, Malta, and the US. For more information visit suntera.com.
About the Role
As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments, Private Equity and very early stage tech start-up companies, art, property, private jets and yachts. The structure oversees a number of other entities located in a number of external jurisdictions.
- Working in a team of 5, providing support to the ACD and Client Director
- Assisting with short to long term admin projects to ensure the clients/family office continue to receive a high level of service in matching with the Company’s values.
- Assisting in the mitigation of risk factors by helping with the review and management of administration and compliance work
- Acting as a “C” Signatory
- Assisting with the provision of financial information and oversight sufficient to allow our accountants to draft financial statements
- Undertake FATCA/CRS reporting and similar work
- Assisting intermediaries in meeting their client’s expectations within legal and regulatory frameworks
- Maintaining a proactive relationship with the clients and family office
- Providing a collaborative approach to joint projects
- Opening of client bank/investment accounts and related tasks
- Payment preparation and transaction monitoring
- Maintaining the Business Central and DMS databases
- Providing support to team members generally; and
- Maintaining CPD requirements and keeping up to date with all industry developments
- Any other ad-hoc tasks and responsibilities as assigned to you by your Manager.
About You
You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:
- Experience and understanding of managing trust structures
- Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same
- Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative
- Excellent organisational and communication skills
- Ability to work to deadlines and meet and define KPIs
- Be a brand ambassador and role model for the brand values of empowering responsible ambition
This is an exciting opportunity to join a professional team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.
Key People
The team members, line managers and hiring managers the candidate may interact with during the hiring process and on the job.
- Victoria Tonks, Deputy Head of Private Wealth
- Andrea Robert, Client Director
- Sarah Langford, Assistant Manager, People & Culture
Governance, Regulatory Obligations and Conduct
- Live the Suntera values and act with integrity.
- Maintain at least the minimum number of CPD hours per year to meet the requirements of professional memberships.
- Where you hold a prescribed position with the Guernsey Financial Services Commission, ensure that you maintain your personal questionnaire in a timely manner and advise Sunter of any matter which may impact your prescribed position.
- Take personal responsibility for embedding and maintaining appropriate and effective internal controls, including Policies, Procedures and Controls (“PP&Cs”) to manage risks that are applicable to your role, that of your department and Suntera.
- Provide timely and accurate reporting to the relevant Suntera Board and/or Committee.
- Comply with all applicable Suntera PP&Cs relevant to your position within Suntera including those contained within the Employee Handbook.
- Responsibilities extend to compliance with the IT PP&Cs contained within the Employee Handbook.