Associate, Client Management Team (Fixed Term Contract)

  • Job Reference: 7670
  • Date Posted: 21 July 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Contract
  • Work Hours: Full Time

Job Description

Great contract opportunity supporting development of new business for wealth management international and providing excellent client service, acting as contact to internal partners and clients, providing full expert support and assistance with banking and administration requirements; learning about RM sales methodology throughout lifecycle of client relationship, including fundamentals of working with potential clients and building trust with those clients; gain understanding of client needs, delivering tailored insight and solutions; act as first line of defense for key activities; act as point of escalation to resolve issues and escalate/report all risk events; ensure compliance with policies and regulations; provide feedback about training needs to enhance and support client service and by identifyinginefficiencies to internal processes and making appropriate recommendations to rectify them.
Candidate must have growth mind-set and be genuine team player; client focused; strong communication, relationship and organisational skills at all levels; have strong business acumen and ability to understand client needs; attention to detail; experience working in matrix organisation – managing internal relationships andinfluencing partners; proven track record in Client Experience Role and desire to transfer skills developed to a Wealth Management Role - training will be provided to right candidate; desire to complete professional qualification and experience in Wealth Management Support role.