Relationship Manager
Job Ref: LF
28642
Join a well-established financial institution in a senior client-facing role, managing and developing a portfolio of high-net-worth clients within a dynamic private banking environment. This position offers the opportunity to contribute to the delivery of a relationship management strategy while maintaining high service standards and building long-term client relationships.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Managing a portfolio of high-net-worth private banking clients.
Acting as a primary point of contact for assigned clients.
Building and maintaining strong, long-term client relationships.
Monitoring client accounts and delivering tailored advice.
Contributing to and implementing the private client relationship strategy.
Supporting new business efforts through client acquisition and networking.
Advising stakeholders on legislative changes, regulatory updates, and industry best practice.