Our client is seeking a Client Relationship Manager to join their team in Jersey. In this pivotal role, the successful candidate will support the Wealth Consultants by providing ongoing service and implementing new business strategies for clients. They will manage client relationships, coordinate day-to-day service activities, and ensure that all administrative and regulatory requirements are adhered to. The Client Relationship Manager will act as a dedicated point of contact, maintaining a high standard of service and responding effectively to client queries. Additionally, this role involves preparing client financial plans and documentation, ensuring compliance with relevant standards, and contributing to team development initiatives.
Job Duties:
- Act as a dedicated point of contact for clients, ensuring a high standard of service is maintained
- Build and maintain strong client relationships through regular communication and follow-ups
- Support the Wealth Consultants in preparing client financial plans and suitability reports
- Respond to client queries efficiently, providing updates on ongoing matters and resolving issues promptly
- Contribute to internal meetings and client service initiatives
- Promote the profile of the business within the profession and wider communities
- Prepare client documentation including onboarding packs, financial reports, and investment proposals
- Manage the client onboarding process, ensuring all regulatory and compliance checks are completed
- Coordinate with product providers and third parties to facilitate new business account openings and transfers
- Ensure all client records are accurate, up-to-date, and maintained in line with regulations and internal policies
- Monitor and diarise annual reviews, follow-ups, and service-level commitments
Job Requirements:
- Experience in a client-facing role within a financial services or wealth management firm, ideally in Jersey or a similar jurisdiction
- Familiarity with regulatory requirements and client due diligence processes
- Strong IT skills, including CRM systems and Microsoft Office suite
- Excellent interpersonal and communication skills, with a client-first mindset
- High level of accuracy and attention to detail
- Ability to manage time effectively and prioritise tasks under pressure
- Professional, discreet, and trustworthy in handling confidential financial information
- Strong working knowledge of financial products and services, including pensions, investments, and protection
- Willingness to stay updated with legislative and industry changes
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the organisation's reputation. You will work in a collaborative environment with opportunities to develop your skills in client relationship management and service delivery. The organisation values professional growth and offers ample opportunities for training and career development. You will be part of a close-knit, high-performing team that values integrity, collaboration, and strategic thinking. Additionally, the role provides international exposure across key financial jurisdictions and the chance to shape the future of risk management in a growing group.
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