RELATIONSHIP MANAGER - WEALTH INTERNATIONAL - JERSEY
Position description
Our client is a major global financial services provider specialising in corporate banking, investment banking and wealth management. They have an international presence in Europe, the USA, Africa and Asia. A highly successful Relationship Manager is required to work out of their Jersey offices.
Purpose of role:
The Relationship Manager will build internal and external business relationships to grow and develop a portfolio of investment advisory and discretionary clients. This role will build highly proactive, long-term relationships with clients and key business introducers to generate sustained revenue and recruit new clients. Requires working with colleagues worldwide to deliver banking and other services, thus ensuring a holistic service for the client. Working flexibly and travelling, the candidate will recognise the need to be available for high value clients whilst assisting with business and change management.
Core Accountabilities:
• Build and maintain a portfolio of clients:
• Establishes thorough client plans, reacts to and develops new opportunities from client contacts.
• Ensures appropriate provision of products and services both directly and via product specialists.
• Maintains regular proactive contact and rapid reaction to client approaches and retains existing and grows new revenue streams whilst ensuring to deliver against agreed business plans for the target country(s).
• Client service :
• Identifies and provides solutions to a wide range of client needs including investments, banking, credit, foreign exchange and wealth structuring (trusts) etc.
• Introducing specialists as appropriate to support.
Constructs credit proposals including risk analysis and mitigation for sanction by specialist team and ensures conformity with global and market standards of client service, product delivery and operating model.
Additional information
Seniority level
Middle Management
Compensation range
Competitive
Position location
Channel Islands
Position type
Full Time
Work permit needed?
YES
: United Kingdom
We kindly ask you to apply to this position only if you fulfill the work permit requirements stipulated by the recruiter.
