Client Relationship Officer

  • Job Reference: 1428
  • Date Posted: 5 June 2024
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The successful candidate will be responsible for developing their own dedicated client base and acting as the client's primary contact with the Bank in the capacity of their trusted advisor. Activities may include the promotion, recommendation and arranging of banking and investment products and services. 
Responsibilities Include: 
- Acquire and develop agreed levels of profitable client relationship and bring on net new assets to the Bank, with a view to growing and improving business and to deliver the Bank's value proposition to clients and prospects. 
- Comply with all relevant policies, standards and procedures of the bank and any other relevant booking location in respect of clients, client's information, and reporting and other obligations in respect of that information. 
- Keep up with economic, political and cultural developments in relevant client markets.