Assistant Client Relationship Manager
Listed on 2026-10-08
-
Finance & Banking
Financial Sales, Wealth Management, Portfolio & Asset Management, Banking & Finance
Take the next step into an Assistant Manager-level position where your communication and relationship-building skills will be just as important as your financial services knowledge. You'll work directly with employers and individuals, helping them understand pension products while maintaining strong, long-term client relationships. Exceptional candidates may also be considered at Manager level.
Duties for this role include, but are not limited to:- Build and maintain strong relationships with employers and individual pension scheme members.
- Meet with individuals to explain pension products and arrangements.
- Support members leaving or retiring from employer-sponsored schemes in understanding their available options.
- Take responsibility for relationships with corporate-sponsored pension schemes.
- Act as a key point of contact for employers and explain their scheme responsibilities.
- Maintain regular client contact and respond promptly to queries.
- Hold annual employer review meetings and maintain accurate records of discussions.
- Keep administration teams informed of developments affecting pension schemes.
- Update employers on relevant procedures and legal, tax and regulatory requirements.
- Support prospecting and wider client relationship development.
- Assist with client entertainment and relationship-building activities.
The ideal candidate will have at least 3 years' experience within a financial services business, together with excellent client relationship management and communication skills. You'll be personable, approachable and confident explaining complex financial products in a clear and understandable way, with strong organisation, self-motivation and record-keeping skills. A sound working knowledge of Guernsey financial services legislation is important. Previous fiduciary or pensions experience, including knowledge of occupational or RAT pension schemes, would be advantageous but isn't essential as training can be provided.
A relevant professional or degree-level qualification would also be beneficial. The role is primarily aimed at Assistant Manager level, although an exceptional candidate exceeding the criteria may be considered at Manager level.
For a full job description or further information on this role please call 711188 , or email .
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).