Private Banking Relationship Manager
Core
Manage and grow a portfolio of valued clients in the Crown Dependencies, matching customer needs against banking products and digital offerings to drive sustainable business growth.
Role type
Private Banking Relationship Manager
Builds
Long-term client relationships and sustainable portfolio growth within the Crown Dependencies
Domain
Private Banking / Financial Services
Deliverable
client delivery
Required skills
Relationship management, business development, networking, customer service, portfolio management
Preferred skills
Ability to convert introducer relationships into client referrals, coaching others, challenging processes
Technologies
Digital banking platforms
Responsibilities
Actively growing and overseeing a portfolio of customers, discovering opportunities to match customer needs against products, engaging with customers to ensure optimal satisfaction, enhancing value and profitability through increased relationship depth, proactively developing relationships with local external partners and professional introducers, collaborating with business partners and risk to support day-to-day management
Seniority
Mid-level (3-5 years experience required)