Associate Director Relationship Mgr, Wealth Speci at Standard Chartered Jersey

  • Job Reference: 00038397-1
  • Date Posted: 9 June 2024
  • Location: Jersey
  • Salary: On Application

Job Description

Job Summary
We are seeking a Associate Director Relationship Manager, Wealth Specialist to provide expert advice on investments, client risk profiling, and financial products. You will support clients via phone, email, or other approved channels, aiming to increase wealth penetration through cross-selling.
• Serve as the main referral point for regulated investment business in the region.
• Understand clients' objectives and risk attitudes to provide world-class advice.
• Assist in developing strategies to increase wealth penetration.
• Coach Relationship Managers to identify and increase referral opportunities.
• Manage and increase lead generation from Relationship Managers to meet income and new AUM objectives.
• Ensure the growth and stability of SCB Jersey priority and international banking.
• Offer suitable investment advice and communi