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.