NOTE: This role is not open to Relocation or Sponsorship. Only Jersey residents are eligible to apply.
We’re looking for an international Wealth & Investment Relationship Manager to join our team in Jersey.
In this role, you’ll manage a portfolio of high-net-worth clients, delivering tailored banking, lending and investment solutions while building trusted, long-term relationships. You’ll act as a key point of contact for clients, ensuring their needs are met through exceptional service, proactive relationship management and strong focus on risk, governance and regulatory compliances.
Qualifications
Minimum Qualification:
- First Degree in Business Commerce or related field
Experience Required :
- 5 - 7 years’ experience in Personal and Private Banking
- Strong experience in relationship management and client engagement
- Sound understanding of banking products, risk management and regulatory requirements
Key Outputs:
- Act as the primary point of contact for clients, ensuring enquiries, requests and instructions are handled efficiently and professionally.
- Liaise with Operations, Lending, Investments, Treasury, Trust, Compliance and Legal teams to facilitate client transactions.
- Adherence to required compliance, legislative, regulatory, etc. requirements e.g., KYC, AML
- Develop an in-depth understanding of clients’ financial circumstances, banking requirements and wealth objectives.
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Examining Information
- Interacting with People
- Upholding Standards
Technical Competencies:
- Banking Process & Procedures
- Customer Understanding
- Risk Identification
- Risk Reporting
#SBO
Closing Date - 05 November 2026