Relationship Manager, International Wealth & Investment

NOTE: This role is not open to Relocation or Sponsorship. Only Jersey residents are eligible to apply.
We’re looking for an international Wealth & Investment Relationship Manager to join our team in Jersey.
In this role, you’ll manage a portfolio of high-net-worth clients, delivering tailored banking, lending and investment solutions while building trusted, long-term relationships. You’ll act as a key point of contact for clients, ensuring their needs are met through exceptional service, proactive relationship management and strong focus on risk, governance and regulatory compliances.
Qualifications
Minimum Qualification:
First Degree in Business Commerce or related field
Experience Required :
5 - 7 years’ experience in Personal and Private Banking
Strong experience in relationship management and client engagement
Sound understanding of banking products, risk management and regulatory requirements
Key Outputs:
Act as the primary point of contact for clients, ensuring enquiries, requests and instructions are handled efficiently and professionally.
Liaise with Operations, Lending, Investments, Treasury, Trust, Compliance and Legal teams to facilitate client transactions.
Adherence to required compliance, legislative, regulatory, etc. requirements e.g., KYC, AML
Develop an in-depth understanding of clients’ financial circumstances, banking requirements and wealth objectives.
Behavioural Competencies:
Articulating Information
Conveying Self-Confidence
Examining Information
Interacting with People
Upholding Standards
Technical Competencies:
Banking Process & Procedures
Customer Understanding
Risk Identification
Risk Reporting
#SBO

Employment type
Full-time

Work arrangement
No