Associate, Client Management Team - Sales & Relationship Management

  • Banking
  • Jersey
  • Permanent
  • Full Time
  • 33298


Exciting role opportunity to deliver an unrivalled client experience and support RMs in delivering new and sustainable revenues for WMI in line with the Sales & Relationship Management Sales Methodology, acting as point of contact to clients; assisting in the planning/implementing investments and other service offerings and administrative support of clients’ portfolios; overseeing the coordination of investment dealing, banking and admin requirements; understanding fundamentals of going to market/prospects, building client trust for a successful relationship, better understanding needs and delivering tailored insight and solutions, and how to maintain and grow client relationships; ensuring requests are dealt with in a compliant manner; acting as point of escalation to resolve issues and escalate/report all risk events and near misses; adhering to all internal policies and procedures including regulatory requirements to ensure business requirements met; developing relationships and liaising with business partners/product specialists; providing timely feedback about training needs to enhance and support client service and by identifying inefficiencies to internal processes and making appropriate recommendations to rectify them. 

Requirements are a growth mindset; genuine team player; solid experience in Wealth Management Support role or similar; polished client service skills: ability to support the effective communication with clients, to support the identification and articulation of issues and solutions, the integrity to earn the client’s trust and the business acumen to support mutually beneficial opportunities; interest in developing business development skills; experience working within a matrix organisation – managing internal relationships and influencing partners.  The desire to complete professional qualification is an advantage.

Five years continuous residence in Jersey required.


For more details contact Ross Hunter

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Associate, Client Management Team - Sales & Relationship Management

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