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Assistant Relationship Manager

Job Ref: LF 27410
Leapfrog Jobs

This role is varied and demands both technical and operational knowledge, as well as good inter-personal and communication skills.

Location

Guernsey, Channel Islands

Responsibilities

Duties will include, but are not limited to;
Managing e-mail and telephone calls.
Account opening.
Reviewing documentation for completeness.
Undertaking the initial risk assessment and liaising with Risk Legal and Compliance and and Client Documentation Services to arrange for the sign off of risk and also open the account.
Arranging client access to eBanking.
Undertaking on-going compliance and administration tasks to include KYC, CDD updates, regular and objective AML and risk assessments.

Skills / Qualifications

If you are qualified, or studying towards a Guernsey Financial Advice Standard (GFAS) Level 4 qualification and possess solid IT skills including; Microsoft office i.e. Outlook, Word and Excel, Host, CRM, On Demand and OTMS, get in touch.

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