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We are seeking a highly skilled and experienced Premier Wealth Relationship Manager to join our team in Jersey, Channel Islands. As a key member of our Wealth and Personal Banking team, you will be responsible for providing exceptional client service and building strong relationships with our high-value premier clients.
Key Responsibilities- Provide regulated financial advice to a portfolio of high-value premier clients, conducting in-depth reviews to identify their personal and financial needs.
- Act as a trusted adviser, providing holistic financial advice and supporting clients through key life events such as investing for their future, planning for retirement, and protecting their family.
- Deliver needs-based solutions through effective communication and influencing.
- Continuously monitor and gather information to assess potential impacts and identify possible risks as well as opportunities for the business.
We are looking for a people-focused professional with a passion for delivering excellent client service and the ability to build strong relationships. You will need to hold relevant Level 4 qualifications and have experience working in a relevant environment. You should also have the right to work and live in Jersey, Channel Islands.
What We Offer- The encouragement you need to fulfill your potential, including financial support to complete your Chartered qualification.
- Ongoing personal development and progression with exposure to new products and opportunities to learn and sell as part of our Wealth Management team.
- A flexible benefits package, including non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
- The opportunity to work internationally, with offices around the world.