Global Vision, Local Wisdom



Client Relationship Assistant Manager/Manager (Depending on experience and expertise)

The duties of this role relate to the client relationship management with Guernsey based employers who participate in pension products provided by BWCI and will include:

What you would be doing

  • Working closely with the business development and on boarding/implementation teams to take responsibility for account management of employers' pensions post sale;
  • To become the key point of contact for employers during the lifecycle of their relationship with BWCI and taking responsibility for the relationship between the two;
  • To assist employers in understanding the operation of their pension plan and their responsibilities thereunder;
  • To keep employers updated with all relevant BWCI procedural and statutory, fiscal, legislative and regulatory requirements;
  • To ensure the administration teams are kept abreast of all relevant developments pertaining to the employer and its employees in order that they can correctly administer the pension plan;
  • To ensure a regular programme of contact of at least annual meetings with selected employers are put in place, minuting all meetings and allocation of action points arising and following-up in a timely fashion;
  • Communicating with employers regularly and efficiently answering queries when contacting BWCI;
  • Ensuring the risk review team are updated on any relevant changes in the employers’ businesses including trigger events such as changes to ownership and contacts within the employer in order that correct CDD is maintained;
  • To work closely with the product management team to ensure collateral and website is fit for purpose from a client fulfilment perspective;
  • Leading, encouraging and supporting a culture of continuous improvement of fiduciary policy and procedure based on a knowledge gained working with clients;
  • To assist with a client entertainment programme and take a lead role with it.

Skills and experience required

  • General business management skills are essential;
  • At least 5 -10 years’ experience working in a financial services business, specific fiduciary or pensions experience is advantageous but not essential;
  • A good level of written English is required;
  • Sound working knowledge of the legislative requirements of Guernsey financial services businesses is required;
  • Sound working knowledge of occupational and RATS pension schemes in Guernsey is required or would need to be developed;
  • Experience in working in a senior position with external stakeholders and meeting corporate clients is required;
  • Experience in reporting to senior teams is advantageous;
  • A relevant professional or degree level qualification to support existing experience is advantageous.

How we support our colleagues

  • Comprehensive benefits package, including bonus, pension, medical cover and life insurance
  • We encourage a diverse workforce
  • Flexible working arrangements
  • Paid volunteering days
  • House purchase loans
  • Monthly tea and talk
  • Weekly yoga
  • And much more!

How to apply

  • If you are interested in this role then please email your CV along with any other relevant information to hr@bwcigroup.com.

Equal opportunities statement

BWCI is committed to eliminating unfair discrimination and encouraging diversity amongst our workforce. The Partners and Senior Management demonstrate commitment to equality and fairness irrespective of gender, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion or age. We oppose all forms of unlawful and unfair discrimination. If you require assistance or reasonable adjustment in order to attend an interview, please let our HR team (hr@bwcigroup.com) know at the time of application.