Associate, Client Management Team

  • Job Reference: 7411
  • Date Posted: 23 June 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Great role providing excellent service to clients to support development of profitable new business for Wealth Management – International, act as point of contact to internal partners and clients, providing full expert support and assistance with banking and administration requirements; learn about RM sales methodology through lifecycle of client relationship, including working with potential clients and gaining understanding of client needs and solutions; deal with requests in compliance manner; resolve issues and escalate risk events; feedback on training needs; identify inefficiencies to internal processes and recommend rectifications.
Candidate must have growth mind-set; be genuine team player; have client service, communication and organisational skills; attention to detail; experience working within a matrix organisation – managing internal relationships and influencing partners; good problem solver; 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; a bonus would experience in wealth management support role and the desire to complete professional qualification.
Five years continuous residence in Jersey required.