COMPANY INFO

We are a leading global wealth manager, and the UK’s largest, with total client assets of £134.1bn, as at 30 June 2009. With offices in 25 countries, the firm serves affluent, high net worth and intermediary clients worldwide, providing international and private banking, investment management, fiduciary services, and brokerage.

JOB DESCRIPTION

The role holder will act as the primary contact for all new account enquiries, and will be responsible for end to end processing of new accounts for trusts and companies. The role will be supporting the firm's Wealth Intermediaries team in conjunction with the Intermediary, Corporates & Intermediary & Institutional Wealth Solutions teams with all account opening procedures. The role will work in close co-ordination with our Operations departments and the Account Opening teams across the Wealth Intermediaries group. The successful candidate will also work as part of a larger Jersey team interacting with Relationship Managers and Account Executives to manage the client expectations with all account opening procedures.