Client Relationship Manager – Private Wealth

We are reaching out with an exciting permanent opportunity based in St Peter Port, Guernsey, for a Client Relationship Manager – Private Wealth. Our client is a highly regarded organisation in the fund sector, looking to strengthen its team with a professional who will nurture and grow relationships with private wealth clients.

In this role, you will be a trusted point of contact, ensuring exceptional service delivery and long-term engagement while representing our client’s standards of integrity and expertise.

Skills

• Client relationship management – building strong, enduring relationships with private wealth clients, understanding their needs, and providing a consistently high level of service.
• Communication – clearly and professionally conveying information to clients and colleagues, ensuring expectations are understood and managed.
• Organisation – efficiently managing multiple client relationships, tasks, and deadlines to maintain a smooth, reliable service.
• Attention to detail – carefully monitoring client instructions and documentation to maintain accuracy and compliance.
• Service orientation – focusing on delivering an excellent client experience that reflects our client’s commitment to quality.

What you’ll do

• Act as a primary contact for private wealth clients, supporting their ongoing needs.
• Coordinate and oversee client-related processes within the fund sector.
• Maintain accurate records and documentation for client relationships.
• Collaborate with our client’s team to ensure seamless service delivery.
• Support the growth and retention of our client’s private wealth portfolio.

What you’ll need

• Experience managing client relationships in a professional services or financial environment.
• Strong communication skills and a confident, professional manner.
• Ability to organise and prioritise multiple tasks effectively.
• Keen attention to detail in handling client information and documentation.
• A service-driven mindset aligned with supporting private wealth clients.

Why Join?

• Play a key role in our client’s growing private wealth offering in Guernsey.
• Join our client’s team in a stable, permanent position with long-term prospects.
• Work in a professional environment where client service is truly valued.

More information about this role is available upon request – contact the team today for further details.

Financial Institutions M&A Director

Project Manager for AI implementation

Manager, Funds