Relationship Manager
Job Ref: LF
28630
Join a leading financial services organisation with an international footprint, offering an exciting opportunity for an experienced Relationship Manager. This role will focus on developing and managing client relationships within the Swiss fiduciary and corporate services market. Occasional travel to Switzerland will be required to meet with clients, introducers, and colleagues.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Acting as the key contact for new account openings and business opportunities.
Building, managing, and enhancing relationships withSwitzerland-based fiduciaries, fund administrators, captive insurance managers, family offices, and corporate service providers.
Promoting the organisation’s full range of services through joint client meetings and strategic engagement.
Identifying opportunities for lending, cash management, foreign exchange, custody, and investment services.
Managing all client relationship risk requirements, including compliance monitoring, transaction monitoring, and presenting new client risk cases to the Business Acceptance Forum.
Ensuring adherence to all applicable local and Swiss regulatory requirements.
Working collaboratively with business development teams and other group specialists to deliver a unified client strategy.
Supporting the client onboarding process and maintaining compliance with AML procedures.