Relationship Manager - International Wealth and Investments

  • Job Reference: 1770
  • Date Posted: 10 October 2024
  • Recruiter: Thomas & Dessain
  • 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 grow, maintain and retain a portfolio of wealth and investment clients in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank. 
Responsibilities: 
- Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalised financial solutions in line with the client value proposition. 
- Adhere to sound account management principles for optima credit portfolio management execution (i.e. reduced excesses. unauthorised overdrawn accounts and overdue reviews).
- Adherence to required compliance, legislative, regulatory, etc requirements.