Senior Relationship Manager

Job Ref: LF 40977
Leapfrog Jobs

Our client is seeking a highly experienced Relationship Manager to join their Private Banking division at Director or Executive Director level. This strategic role combines UHNW client portfolio management with a strong focus on new business generation.

Location

Guernsey, Channel Islands

Duties for this role include, but are not limited to:

  • Managing and developing a portfolio of ultra-high-net-worth private banking clients.
  • Acting as the primary point of contact, delivering a high level of personalised service and responsiveness.
  • Providing tailored investment advice in line with internal policies and asset allocation strategies.
  • Driving business development through existing networks and new client acquisition.
  • Identifying opportunities to deepen client relationships and increase share of wallet.
  • Collaborating with internal specialists to deliver comprehensive wealth management solutions.
  • Ensuring compliance with all regulatory standards, policies and internal guidelines.
  • Contributing to marketing initiatives and supporting product development strategies.
  • Sharing client insights and feedback to support continuous improvement of services.
  • Supporting and mentoring junior team members where appropriate.

Skills / Qualifications

The ideal candidate will have a minimum of 10 years' experience within private banking or wealth management, with a proven track record in managing and growing relationships with ultra-high-net-worth clients. They will be well networked, commercially driven and able to demonstrate success in business development and client acquisition. A strong understanding of financial markets, investment products and regulatory environments is essential. Candidates must hold a Level 6 qualification (or equivalent). The successful individual will possess excellent interpersonal and communication skills, with the ability to build trust, influence stakeholders and deliver a highly personalised client experience.

How To Apply

For a full job description or further information on this role please call 711188, or email [email protected].

If you wish to apply for this role, please submit your CV via the Apply Now button below.
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