Senior Relationship Manager

  • Job Reference: 7222
  • Date Posted: 7 May 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Our client seeks the ideal candidate to manage an allocated portfolio of corporate clients and to seek new business opportunities through cross sales and other distribution initiatives, ensuring that clients receive a high standard of service while achieving revenue targets.  He/she will provide performance metrics/reports; overseeing client banking, lending and investment requirements and developing strong relationships; participate in client and corporate events and assist with visiting programmes to existing clients; identify and manage business risks by ensuring compliance with AML regulations; escalate sales matters and resolve client incidents; maintain up to date data in CRM system; monitor financial performance versus the budget; assist with new procedures implementation; help with team development.
Requirements are Finance and Accounting/Banking Diploma/Degree; at least 5-7 years experience in financial services; understanding of offshore financial environment and experience in offshore product sales is desirable; 3-4 years of experience dealing with corporate clients in financial services.
Five years continuous residence in Jersey required.