Associate, Client Management Team

  • Job Reference: 7301
  • Date Posted: 28 April 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Contract
  • Work Hours: Full Time

Job Description

9-12 month secondment/contract role providing excellent client service to support development of profitable new Wealth Management International business and delivering new and sustainable revenues.  Postholder will act as contact to internal partners and clients; assist with banking and administration requirements; learn about RM sales methodology through client relationships; understand client needs and provide solutions; grow client relationships; ensure compliance with regulatory requirements; escalate to resolve issues and report risk events; identify training needs; identify inefficiencies to internal processes and make recommendations to rectify them.
Candidate must be genuine team player; strong communicator and problem solver; strong business acumen; excellent organisation skill and attention to detail; experience working in matrix organisation – managing internal relationships and influencing 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 the candidate.  Experience in Wealth Management Support role would be a bonus.