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Relationship Manager, Wealth Specialist

  • Investments
  • Jersey
  • Permanent
  • Full Time
  • 35107

Description

Postholder will act as referral point for regulated investment business with understanding of attitude to risk, assisting in developing strategy to increase Wealth penetration, coaching Relationship Managers to spot opportunities to maintain and increase referrals, reviewing existing books to ensure clients investment portfolios meet with banks investment views; supporting client engagement activity and travelling; providing ensuring portfolios meet with clients risk profile and client aspirations; deep product and market knowledge and experience; keep up to date with new developments in banking, financial and investment products and services; ensuring AML policies followed; reporting suspicious transactions; creating client opportunities through high quality problem resolution; adhering to regulatory requirements; understanding client risk appetite.

Candidate will have equivalent of UK Level 4 qualification (ideally Level 6) and competent advisor status; need to be qualified for South Africa coverage - RE5 qualifications preferred; relevant  previous experience; technical competence; team player; initiative and leadership ability; strong communication, relationship, problem solving, negotiation, client service, creative and marketing skills; able to work under pressure.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact Emma O’Connell

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Relationship Manager, Wealth Specialist

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