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.

Junior CDD Analyst - Control & Testing - Guernsey 

We are looking for CDD Analyst to join our Client Services team (CST), who play a crucial role in ensuring smooth and compliant client relationships. This junior position will support the control side of the Client Services team to develop expertise in this area. 

 Your responsibilities will include:

• Supporting the Control function by keeping Control Inbox up to date. This involves:
  • updating the core Banking system (blocking/unblocking customers, applying relevant markers, updating risk rating and countries) and usage of other in-house systems
  • liaising with other Teams (multi-jurisdictional) to process their instructions or request additional information whilst prioritising tasks and adhering to internal policies and procedures
  • ad-hoc screening of customers,
  • undertaking other specific duties or projects as may be required from time-to-time.
• Assisting in testing Approved Introducers to ensure compliance.  This involves:
  • organising MLRO visits
  • receiving and filing customer documentation
• Participating in a structured training program to learn the fundamentals of CST           

Your qualifications and skills include:

• Good knowledge of the basic Microsoft applications, especially Word and Excel,
• Proficient in Mathematics, with very strong English skills,
• Excellent communication and inter-personal skills
• A good level of personal organisation and effective task prioritisation
• Attention to detail
• A collaborative approach.
• Some KYC experience preferred but training will be provided for the right candidate.

Trainee Fund Administrator (August Intake) - Guernsey

We are Guernsey’s venture capital specialists and our Fund Administration team work closely with our clients to provide a best-in-class service in the highly competitive, fast paced venture capital environment. We pride ourselves on our flexibility and innovation and adapt to handle all aspects of fund administration. Due to the nature of venture capital, we are exposed to a wide variety of unique and exciting opportunities meaning that no two days are the same.

About this role:

As part of our trainee programme, a Trainee Fund Administrator will assist with the day-to-day administration of our fund clients under the direction of a manager and have the opportunity to study towards of professional qualification if of interest. 

Key Responsibilities:

• Assist with all aspects of the administration of our fund clients (including VC funds, management companies and associated fund vehicles).
  
• Assist with the processing fund operations including, inputting payments, preparing receipt packs and processing investor changes.
  
• Assist with the maintenance of investor and fund records in the relevant systems.
  
• Assist with company secretarial matters including preparation of minutes, board packs and reports.
  
• Assist with other ad-hoc client requests or other duties as required by the team, including project work.

Personal attributes: 

• Strong organisation and communication skills are key.
  
• Good computer literacy and problem-solving skills are essential.

• A desire to learn and commitment to studies is required and will be supported as part of the trainee programme.

Qualifications and expertise: 

• A-Level qualifications/equivalent or University education.
  
• English and maths GSCEs (or equivalent) are essential.

Trust Manager - Guernsey

We are looking for Trust Manager to oversee a team of relationship managers and administrators as well as taking care of a portfolio of client relationships.

Your responsibilities will include:

• Managing, delegating and controlling the team’s routine processing including:
  • Cash Management
  • Exercise of Discretionary Powers
  • Maintenance of records, statutory or otherwise
  • The review and monitoring of Investment Portfolios
  • Providing management information to senior management team
  • Attending management meetings and contributing to the enhancement/development of internal practices and procedures

• Following internal policies and procedures
• Providing an exceptional level of client service
• Ensure that employee’s time chargeable utilisation targets are met and are attributable to client relationships and Invoices are raised and paid in a timely fashion
• Ages debtors for the team are monitored and followed-up for payment
• Acting as primary relationship manager for a number of clients and intermediaries
• Seeking opportunities to develop relationships and cross sell
• Effective supervision of the team, including:
  • Setting SMART objectives
  • Performance management and effective completion of performance appraisals
  • Providing on the job training
  • Delegation of tasks and follow-up completion
• Maintaining awareness of the regulatory environment
• Ensuring revcomps (Review Comments Compliance) completed and any action points diarised for follow-up
• Contributing to a satisfactory (or better) audit rating for BTGL.

Your qualifications and skills include:

• A relevant professional qualification e.g. STEP, ICSA or ACCA
• Strong Knowledge and experience of offshore trust and company administration
• Excellent personal organisation and time management skills.
• Communication, interpersonal and negotiation skills
• A proven track record of client service excellence and business development
• Experience of successfully managing a team and meeting billing/cash collection targets and deadlines
• Good knowledge of Guernsey’s regulatory environment
• Willingness to travel at short notice

About Belasko

We are a proudly independent fiduciary and fund administration provider with offices in Guernsey, Jersey, Luxembourg and the UK. We launched in 2011 to provide bespoke solutions to institutional and private clients with a clear and unbiased focus on quality across three service lines: Funds, Corporate Services and Private Wealth. Today we employ over 100 professionals across each of our four locations and have ambitions to grow further, primarily through organic growth and also through targeted M&A activity where it is in line with our strategic vision.

We have a clear focus to grow our Fund Administration offering to appeal to those fund managers looking for more peace of mind and consistency of delivery, particularly where client service standards might be falling with incumbent providers. To achieve this, we have developed a technology solution and on-boarding team that make it easy to transfer administrator, or set-up a new fund with complete confidence that we will plan the details with them up front.

Our vision

To lead the future of fund and fiduciary administration by leveraging technology, exceptional people, and personalised service – enabling our clients to focus on what matters most: performance and growth.

Our Values

Be Clear

We think clearly, communicate simply and deliver with purpose. We cut through the noise and bring focus to complexity

Be Agile

We stay responsive and ready. We adapt, move quickly and act with intention always pushing forward.

Be Confident

We bring intelligent thinking and clear judgement to every challenge. Grounded in expertise, we act decisively and stand by our work.

Be Human

We’re approachable, real and easy to work with. Trusted relationships are at our core.

JOB DESCRIPTION

Job Title:    Group Financial Planning & Reporting Manager

Department: Group Finance

Job Family:   Finance

Job Level:   Senior Manager

Reporting to: Group Financial Controller / Head of FP&A

About the role

This is a hands-on senior role within Group Finance, responsible for the design, execution and continuous improvement of Belasko’s multi-jurisdiction statutory reporting and regulatory capital & liquidity framework across Luxembourg, Jersey, Guernsey and the UK. You will also lead the Group’s consolidated reporting requirements related to new financing arrangements, including monthly statutory reporting (P&L, Balance Sheet, Cash Flow), normalisation adjustments for EBITDA and Net Operating Cash Flow, and quarterly covenant compliance reporting. The role combines deep technical accounting (FRS 102/UK GAAP and Lux GAAP), robust capital and liquidity modelling, and proactive engagement with auditors and regulators (CSSF, JFSC, GFSC). You will work autonomously, set high standards for pace and accuracy, and build scalable models and controls that prevent breaches and support strategic decision-making.

Key responsibilities include:

• Lead the Group’s consolidated reporting requirements related to new financing arrangements, including:
  • Preparation and submission of monthly consolidated Profit & Loss, Balance Sheet, and Cash Flow statements on a statutory (FRS 102) basis
  • Calculation and reporting of normalisation adjustments for EBITDA and Net Operating Cash Flow
  • Preparation of quarterly covenant compliance reports and supporting analysis for lenders and the Board
  • Ensure accuracy, timeliness, and compliance with all relevant financing and statutory obligations
• Prepare year-end statutory accounts quickly and independently for multiple entities, applying FRS 102 (UK GAAP) and Lux GAAP with precision; own close timetables and drive process efficiency
• Build, maintain and enhance regulatory capital and liquidity forecasting models; implement and evidence jurisdiction-specific requirements including CSSF own funds (Luxembourg), ANLA (Jersey) and FRR Fiduciary and POI (Guernsey). Continuously monitor positions and early-warning indicators to identify, escalate and prevent breaches
• Own robust P&L, balance sheet and cash flow models; perform scenario and stress testing to assess funding needs, dividend capacity and headroom
• Interpret and apply the Group Transfer Pricing policy; ensure intercompany charges, cost allocations and funding flows are accurately reflected in forecasts, statutory accounts and regulatory capital model
• Act as a contact for auditors; prepare clean audit/regulatory packs, respond to queries and remediate findings promptly
• Establish model governance, documentation and version control; implement validation checks, reconciliations and MI that give leadership confidence in reported positions
• Partner with finance and business stakeholders across Lux/Jsy/Gsy & UK to align assumptions, data and reporting cadences; contribute to clarity on titles and accountabilities in line with organisational design initiatives
• Identify and drive improvements (e.g., close acceleration, standardised modelling, enhanced MI/visualisation) consistent with our values of Be Clear, Be Agile, Be Confident, Be Human

Qualifications & Experience:

• Professional accounting qualification (e.g., ACA/ACCA or equivalent) with strong post-qualification experience in regulated financial-services groups
• Demonstrable expertise in FRS 102 and Lux GAAP, and in preparing multi-entity statutory accounts
• Proven track record building and maintaining regulatory capital and liquidity models across Luxembourg, Jersey and Guernsey frameworks (CSSF/ANLA/FRR)
• Experience engaging constructively with auditors and potentially regulators (CSSF, JFSC, GFSC)
• Comfortable working autonomously and delivering at pace on complex workloads in a multi-jurisdiction context

Skills Required:

• Advanced three-statement financial modelling and scenario/stress testing; exceptional Excel skills and familiarity with BI/visualisation tools (e.g., Power BI).
• Deep understanding of regulatory capital principles, tests and early-warning metrics; strong analytical judgement to prevent breaches.
• Technical excellence in statutory accounting (FRS 102/Lux GAAP), consolidation, intercompany and TP application.
• Clear, confident communication with boards, auditors and regulators; ability to simplify complexity and influence decisions.
• High ownership, resilience and agility; thrives in change and sets standards for pace and delivery.

Senior System Support & Development Analyst – Jersey / London

Are you looking for a new challenge in a fast-paced environment?

We are looking for a Senior System Support & Development Analyst with a strong HR application background to be part of our ambitious, friendly in-house Apps team. 

Within our team, you'll be working in the Application Support & Development team and be responsible for the support and maintenance of the applications used by the organisation. 

If the above interests you or you'd like to know more, we'd like to hear from you!

About the role

• Support, ongoing development and maintenance of business applications (both internally developed and vendor-specific).
• Predominantly focus on HR specific applications such as HCM, ATS, Learning and Payroll further expanding integrations to our other core applications such as Viewpoint, Elite 3E and our SaaS suite.
• Work with clients, third parties, the Strategy Programme Management team, and Business Services colleagues to help identify requirements and deliver enhancements and changes to the business.
• Work directly with our HR colleagues to improve our HR application suite, using tools such as Retool and Integration Builder, as well as built-in Integration engines such as Workday Studio.
• Produce and maintain accurate, up-to-date documentation.
• Collaborate with the Service Desk to help improve our entire departments processes

About you

• Solid experience within an Application Support team or equivalent and their work.
• Demonstrable experience with HR specific applications, with a strong preference for Workday experience​
• Strong attention to detail and accuracy.
• Discretion and demonstrates good judgement.
• Highly motivated and the ability to work collaboratively.
• Excellent verbal and written communication skills.
• Ability to work in a continuously evolving and fast paced environment.

Revenue Controller – Jersey / Guernsey

Ready to join our award winning team? We're looking for a Revenue Controller to join our global Finance team.

We are seeking a Revenue Controller to support the effective management of WIP, debt and client collections across our global Finance team. This role plays an important part in maintaining healthy working capital by driving timely billing, improving cash flow and reducing exposure to bad debt. It is well suited to someone with strong attention to detail, confidence working with fee earners and clients, and a solid understanding of accounting principles.

In return you’ll join a collaborative global Finance team, benefit from a competitive rewards package and have opportunities to develop your expertise in revenue and credit control while working closely with stakeholders across the business.

If you've experience in credit control, WIP and debt management with excellent communication and attention to detail skills, we'd love to hear from you! 

About the role

In this role you will:

• Acting as a main point of contact for billing and collection matters on a day-to-day basis to maximise billing and collections.
• Establishing strong working relationships with all matter partners through regular review meetings to discuss all WIP and accounts receivable balances, documenting outcomes and following up on agreed actions.
• Ascertain when transactions will complete, the levels of fees expected, and the anticipated bill date and requirements – taking any action required to facilitate the billing process
• Providing detailed input to the accurate valuation of WIP/debtors on a periodic basis
• Perform regular and ad hoc reporting for the Group FC, RCM, partners, fee earners and clients.
• To ensure that global, client and matter fee arrangements are correctly implemented and followed.
• Ensuring VAT, GST and other local taxes are correctly reflected and accounted for.
• To liaise with clients, intermediaries, partners and fee earners to establish and progress account queries through to resolution.
• Interacting with a wide range of contacts at different levels, requiring an awareness of own impact on others and an adjustment of behaviour accordingly.
• To manage client funds balances held in respect of fees and disbursements ensuring that the firm is compliant with local law society rules and the relevant banks' customer due diligence and reporting requirements.
• Ad hoc duties in relation to e-billing platforms

About you – essential requirements

• Solid understanding of revenue control
• Helpful and team focused approach
• Confident and effective communicator able to work effectively at all levels within an organisation.
• Able to demonstrate high levels of initiative and decision making capability and to be comfortable working within a results driven environment with accuracy and focus.
• Strong personal organisational and time management skills and the ability to understand and prioritise the workload of others.

Please note, this is an Officer level role.