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Client Relationship Manager - Family Office

Guernsey

Agency Listing
Finance
Trust

Support the administration of a multi-jurisdictional family trust structure, including short and long-term client administration projects. Maintain proactive relationships with clients and the wider family office, reviewing and managing administration and compliance matters. Prepare financial information for financial statements, undertake FATCA/CRS reporting and related regulatory work, open and maintain client bank and investment accounts, and prepare payments and support transactions.

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