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Trainee Client Manager
full-timeSt Peter Port

Summary

Location

St Peter Port

Type

full-time

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About this role

Summary

We have an excellent entry-level opportunity to support the management of a portfolio of (re)insurance companies as part of our service team. This is an excellent opportunity for recent graduates or candidates beginning their careers in finance or insurance or individuals looking to return to work in a supportive, structured and balanced environment.

You will help maintain strong relationships with assigned clients while learning about their business and industry. This role will also give you exposure to working with owner/parent companies, insurance regulators, directors, auditors, actuaries, bankers, and tax advisers.

Key responsibilities include supporting compliance with regulatory requirements, assisting in producing financial and management information, and helping prepare management accounts, ad hoc reports, budgets, and forecasts in formats required by clients. You will also assist with the timely filing of regulatory and statistical reports, help prepare year-end financial statements for client companies, and liaise with external auditors as part of a team. Additionally, you will monitor and learn to ensure that each company complies with Guernsey Company Law.

No prior experience is required, but a willingness to learn, good organizational skills, and attention to detail are essential. Training and support will be provided to help you develop your understanding of the industry and succeed in your role.

The Role: 

  • Under the direction of an Account Director, you’ll contribute to the management of a portfolio of (re)insurance companies as part of the service team.
  • Maintaining an on-going relationship with assigned clients and gaining an understanding of the clients’ business and industry.
  • Relationship management with owner/parent company, insurance regulator, directors, auditors, actuaries, bankers, tax advisers etc.
  • Responsibility for ensuring compliance with all regulatory requirements.
  • Responsibility for production of financial and management information.
  • Preparation of Management Accounts, and any other ad hoc reports and budgets, forecasts etc. in a format prescribed by our clients.
  • Preparation and timely filing of all regulatory and statistical reporting requirements
  • Preparation of client companies’ year-end financial statements and liaising with external auditors.
  • Monitoring and ensuring that each company complies with Guernsey Company Law.
  • Cash management and reconciliation in accordance with instructions provided by the Board, including liaison with the company’s banks and investment managers and the production of appropriate reports.
  • Liaise with client service team to coordinate client board meetings
     

Other facts

Tech stack
Organizational Skills,Attention To Detail,Client Relationship Management,Financial Reporting,Regulatory Compliance,Budgeting,Forecasting,Cash Management,Team Collaboration,Communication Skills

About WTW

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Trainee Client Manager will support the management of a portfolio of (re)insurance companies, maintaining strong relationships with clients and ensuring compliance with regulatory requirements. Responsibilities include preparing financial reports, budgets, and liaising with external auditors.

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Frequently Asked Questions

What does a Trainee Client Manager do at WTW?

As a Trainee Client Manager at WTW, you will: the Trainee Client Manager will support the management of a portfolio of (re)insurance companies, maintaining strong relationships with clients and ensuring compliance with regulatory requirements. Responsibilities include preparing financial reports, budgets, and liaising with external auditors..

Why join WTW as a Trainee Client Manager?

WTW is a leading Financial Services company.

Is the Trainee Client Manager position at WTW remote?

The Trainee Client Manager position at WTW is based in St Peter Port, Guernsey, Guernsey. Contact the company through Clera for specific work arrangement details.

How do I apply for the Trainee Client Manager position at WTW?

You can apply for the Trainee Client Manager position at WTW directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about WTW on their website.