Banking Jobs in Guernsey

Private Clients Relationship Manager

Job Ref: LF 20122
Posted: 2018-06-12
Leapfrog Jobs

Our client, a bank that offers a full range of products and services to retail, private and corporate clients, is seeking to recruit a Private Clients Relationship Manager.


Guernsey, Channel Islands


Build strong relationships with a growing portfolio of Private Clients by delivering a consistently superior service.
Generate new business and develop new markets and client prospects in accordance with the overall marketing plan objectives.
Maintain and monitor the existing client bases and services.
Carry out scheduled client risk reviews in order to assess ongoing risk categorisation.
Undertake credit reviews including re-pricing where appropriate.
Record client data using the relationship management database effectively.
Examine account opening documentation, ensuring it is of an adequate standard to open a new account before submitting to the Compliance department.
Attend to KYC shortfalls in a timely fashion and perform EDRs where necessary.
Maintain good relationships with other departments to ensure good turnaround times and effective communication flows.

Skills / Qualifications

The ideal candidate will have relevant experience to bring to the position and will be RDR Level 4 qualified or working towards the qualification. To have credit experience is highly desirable. This role will suit a driven, proactive and conscientious individual who has proven success at managing client relationships effectively, applying excellent interpersonal skills.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below