Relationship Associate, Crown Dependencies Private Banking
Core
Manage and grow a portfolio of Crown Dependencies clients, delivering tailored banking and lending solutions.
Role type
Relationship Associate (Private Banking)
Builds
Banking and lending solutions for Crown Dependencies clients
Domain
Private Banking, Crown Dependencies (Jersey/Guernsey)
Deliverable
client delivery
Required skills
portfolio management, client relationship building, proactive engagement, product matching, external network development, business growth
Responsibilities
Manage and grow a portfolio of Crown Dependencies clients, deliver exceptional service and tailored banking/lending solutions, build strong client relationships through proactive engagement and regular reviews, match client needs with products and digital capabilities, drive customer satisfaction and profitability, develop networks with external partners to generate new business opportunities