Relationship Manager, International Wealth & Investment

Our client is seeking an International Wealth & Investment Relationship Manager to join their team in Jersey. In this full-time, permanent role, you will manage a portfolio of high-net-worth clients, delivering tailored banking, lending, and investment solutions while building trusted, long-term relationships. You will act as a key point of contact for clients, ensuring their needs are met through exceptional service, proactive relationship management, and a strong focus on risk, governance, and regulatory compliance.

Job Duties:

• Act as the primary point of contact for clients, handling enquiries, requests, and instructions efficiently and professionally.
• Liaise with Operations, Lending, Investments, Treasury, Trust, Compliance, and Legal teams to facilitate client transactions.
• Ensure adherence to compliance, legislative, and regulatory requirements, including Know Your Customer (KYC) and Anti-Money Laundering (AML).
• Develop an in-depth understanding of clients’ financial circumstances, banking requirements, and wealth objectives.

Job Requirements:

• Minimum qualification: First Degree in Business Commerce or a related field.
• 5 - 7 years of experience in Personal and Private Banking.
• Strong experience in relationship management and client engagement.
• Sound understanding of banking products, risk management, and regulatory requirements.
• Desirable: Behavioural competencies including articulating information, conveying self-confidence, examining information, interacting with people, and upholding standards.
• Desirable: Technical competencies in banking processes and procedures, customer understanding, risk identification, and risk reporting.

What You’ll Love:

Our client fosters a collaborative and dynamic work environment, where you will have the opportunity to work alongside highly skilled professionals in the financial services sector. You will be supported in your professional development while making a tangible difference in the lives of clients and the communities they serve.

Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance, and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.