Relationship Manager - International Wealth and Investments
- Banking
- Jersey
- Permanent
- Full Time
- 1770
Description
The successful candidate will grow, maintain and retain a portfolio of wealth and investment clients in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Responsibilities:
- Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalised financial solutions in line with the client value proposition.
- Adhere to sound account management principles for optima credit portfolio management execution (i.e. reduced excesses. unauthorised overdrawn accounts and overdue reviews).
- Adherence to required compliance, legislative, regulatory, etc requirements.
