Relationship Manager for a portfolio of Private Clients maintaining and deepening client relationships, giving special focus to the investment and personal finance needs and objectives.

Responsibilities

Relationship Management for Private Clients Administration of Private Clients ensuring full understanding of client needs and objectives
Provide high quality and professional advice to clients on all financial aspects and instruments In accordance with private clients profile.
Actively promote both Group and approved investment products
Develop investment strategies together with the clientBuild, widen and deepen existing relationships with clients in order to increase “share of wallet” and revenue
Authorisation of payments and foreign exchange Authorisation of securities trades
Responsible for all administration relating to the Relationship Manager’s portfolio of clients – assisted by Administrator and other Relationship Managers-Maintain up to date KYC on all clients
Meet with clients in accordance with the Bank’s Client Visitation PolicyUndertake the placement and maturity of deposits and foreign exchange
Placing, monitoring and advising of execution of security deals for clientsLiaison with Securities Department on all securities corporate actions
Deal with client payments and general enquiriesPreparation of all credit related line requests for Credit Approval, both casual and formal
Opening new accounts, pursuing KYC information/documentation and closing accountsInforms management immediately on all unusual matters
Ensure CPD log is maintained throughout the year and documented, thereby ensuring that certification and licensing requirements for the role are maintained

Requirements:

Professional & Degree (or equivalent)
University Graduate (desirable)
A suitable Banking or Management qualification
An approved investment advice qualification under the Financial Services (Jersey) Law 1998, such as IAC, IMC, FPC or similar

Experience in a client facing role, preferably gained in the banking and financial services industry e.g. bank or investment office, fund manager, Private Banker
Familiarisation with investments, foreign exchange and derivatives
Awareness of tax issues affecting offshore clients
Possess skills to deal with the complex investment and tax advice requirements of our client base, with the assistance of the specialist teams with Group Private Banking Entrepreneurial and commercial: able to profitably pull together and deliver our proposition
Ambitious: eagerness to learn and performance orientated
Presentation skills: ability to articulate sophisticated concepts to a varied audience
Advanced knowledge of Windows, Excel and PowerPoint in addition to knowledge of other banking systems 

APPLY HERE

Ref No: 2031

Or call Sarah  on (01534) 83 24 63.  Alternatively email your CV to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it