Associate, Client Management Team S & RM contract

  • Banking
  • Jersey
  • Contract
  • Full Time
  • 35305


Great role opportunity providing excellent service to clients to support development of profitable new business for Wealth Management – International whilst retaining AUM/Revenue in line with Sales & Relationship Management Sales Methodology.  Postholder will act as contact to internal partners and clients, providing full expert support with banking and admin; learn about RM sales methodology through lifecycle of client relationship, including working with potential clients and building trust; gain client needs understanding, deliver solutions and how to grow client relationships; act as first line of defense for key activities and deal with requests; act as point of escalation to resolve issues and escalate/report all risk events and near misses; adhere to policies and regulatory requirements; feedback on training needs.

Candidate will have growth mind-set; be team player; have strong client service, communication and organisational skills; attention to detail; experience working in matrix organisation – managing internal relationships and influencing partners; proven track record in Client Experience Role; training will be provided.  A plus would be experience in Wealth Management Support and willingness to complete professional qualification.


For more details contact Eleanor Lock

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Associate, Client Management Team S & RM contract

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