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Relationship Manager - Premium Clients, Guernsey

2022-06-15 18:23:132022-07-14 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Banking
Start Date ASAP
Job Ref XS210478
Job Views 32
Our client is a private bank and wealth management company seeking to recruit a Relationship Manager – Premium Clients.

Overall purpose of the role:

Primary responsibility for the growth and servicing of a portfolio of Premium Clients. Work with product specialists to provide the clients with deposit, lending and investment products.

Key responsibilities will include;

•Actively manage a portfolio of premium clients.
•Meet and talk regularly with clients to offer them the right products and services
•Seek out opportunities to meet potential prospects face to face either through scheduled meetings or networking events.
•Show awareness and active contribution towards the bank’s financial targets and the revenue/profitability of clients.
•Build and maintain a clear understanding of the bank risk appetite, policies and guidelines.
•Assist with assessing client risk in order to ensure timely and accurate completion of regular reviews.

The successful candidate will have:

•2-5 years of experience in a front office client relationship role or equivalent.
•Excellent interpersonal skills
•A track record of working collaboratively within a team.
•A successful track record of working towards financial targets.
•A high degree of risk awareness and compliance orientation.
•A strong ability to build long lasting and mutually beneficial client relationships

For more information, please email: or call: +44 1481 723221. Please visit our website for our latest vacancies.

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