Relationship Manager
Core
Primary point of contact for High Net Worth and Ultra High Net Worth private clients, responsible for proactive acquisition of new relationships and managing a portfolio to deliver comprehensive wealth management solutions.
Role type
Relationship Manager (High Net Worth/Ultra High Net Worth)
Builds
Wealth management solutions, investment strategies, and client relationships for HNWIs and UHNWIs
Domain
Wealth Management / Private Banking / Financial Services
Deliverable
client delivery
Required skills
Business development, sales, relationship management, strategic planning, networking, regulatory compliance, market analysis, product matching, mentoring
Preferred skills
Investment Advice Diploma Level 4, experience in Guernsey market, knowledge of global financial markets, cultural awareness
Technologies
N/A
Responsibilities
Proactively acquiring and developing relationships with HNWIs and UHNWIs from the Guernsey market, identifying and pursuing new business opportunities to drive growth, building and maintaining a strong network of relationships, developing and executing a strategic business plan to achieve targets, creating and delivering targeted pitches and presentations to prospective clients, collaborating with internal teams to develop innovative solutions, staying up to date with industry trends and market developments, introducing the Bank's products and services with tailored investment solutions, contributing to the development of new marketing strategies, mentoring junior team members, ensuring adherence to regulatory requirements
Seniority
Mid-Senior, hands-on IC