Relationship Manager, International Wealth & Investment

This role focuses on the growth, maintenance, and retention of a portfolio of private banking customers in alignment with the segment value propositions. The position is exclusively for Jersey residents, as it is not open to relocation or sponsorship. The Relationship Manager will be responsible for creating value for clients and the bank through related initiatives and activities. Duties involve promoting a relationship-based offering as the primary point of contact, ensuring client expectations are met with personalised financial solutions. The role requires adherence to sound account management principles for optimal credit portfolio management, such as reduced excesses and overdue reviews. Compliance with all legislative and regulatory requirements, including KYC, is essential. The successful candidate will prepare and submit quality credit applications for evaluation and manage credit reviews when necessary, ensuring that proper indemnities are in place to receive client instructions appropriately. Discretion will need to be exercised in acting on client requests within defined mandates.

Job Duties:

• Grow, maintain, and retain a portfolio of private banking customers.
• Proactively promote relationship-based offerings tailored to client needs.
• Ensure adherence to sound account management principles.
• Prepare quality credit applications and manage credit reviews as required.
• Comply with legislative and regulatory requirements, including KYC.
• Maintain proper indemnities to receive client instructions via various channels.
• Act on client instructions within defined mandates, escalating when necessary.

Job Requirements:

• First Degree in Business Commerce.
• 5 - 7 years of experience in Personal and Private Banking.
• Experience in sales, service, relationship management, credit applications, and financial acumen.
• Strong understanding of banking processes and procedures.
• Excellent commercial acumen and customer understanding in consumer banking.
• Proficient in risk identification and reporting.
• Capable of empowering individuals and developing strategies.

What You’ll Love:

This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here