Job title: Account Manager, Private Clients
Job type: Contract
Emp type: Full-time
Industry: Banking
Functional Expertise: Banking Trust & Corporate
Skills: Onboarding Contract Full Time Guernsey Client Services Private Clients Relationship Management KYC AML
Pay interval: Hourly
Location: Guernsey
Job published: 23/05/2025
Job ID: 56414
Contact name: Kate Lister
Phone number: +441481714634
Contact email: kate@firstcall.co.gg

Job Description

Join a dynamic and professional Client Services team as a Temporary Account Manager for 6 months , supporting a book of private clients in a highly respected financial institution in Guernsey.

This is a hands-on role focused on client servicing, onboarding, and daily relationship support — ideal for someone with strong communication skills and a background in financial services.

Responsibilities include:

  • Managing day-to-day client servicing and supporting the onboarding of new clients

  • Receiving and processing client instructions, coordinating with internal teams

  • Identifying and acting on opportunities to cross-sell or up-sell banking services

  • Supporting online banking setups and responding to client enquiries

We’re looking for someone with excellent interpersonal skills, strong IT proficiency (especially Outlook), and experience in a client-facing financial services role. You’ll need to be adaptable, collaborative, and confident in building relationships with clients and internal teams alike.

Apply today with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg to explore this exciting contract opportunity.