Client Relationship Manager

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 6, providing support to the ACDs and Client Directors
• 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.

Responsibilities

Suntera Global is a leading international provider of corporate, trust, tax, accounting, and fund administration services. Respected and trusted as a professional partner by a broad range of corporate, private, and institutional clients worldwide, we are continually looking for opportunities to evolve our business while providing clients with the best possible services.
We have created an authentic and supportive culture that generates a wealth of opportunities for every one of our employees. Ongoing personal development through training and professional qualifications is available to all, and we reward hard work and dedication.

Requirements

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.

Benefits

Our Guernsey office is located on the outskirts of our main town, St Peter Port. The capital of St Peter Port is known colloquially by Islanders as ‘town’ and home to around 18,000, St Peter Port is a colourful display of flowers and bunting. There’s a distinct Mediterranean feel and an abundance of charm, with steep cobbled streets snaking their way up the hillside, all set against the spectacular backdrop of the 800 year-old Castle Cornet.