Act as a trusted adviser to clients by identifying their needs and advising clients on suitable banking, wealth management and other complex situations
Job Summary
Act as a trusted adviser to clients by identifying their needs and advising clients on suitable banking, wealth management and other complex situations.
Building and managing a portfolio of high net-worth wealth client relationships, identifying opportunities to deliver against your clients’ wealth management needs and advising on the most appropriate Wealth products.
Seeking out opportunities to develop new internal and external client relationships, and helping to retain our existing client base.
Matching Summary
Act as a trusted adviser to clients by identifying their needs and advising clients on suitable banking, wealth management and other complex situations.
Skills & Requirements
Must-have
strong interpersonal and communication skills
build effective networks
outstanding service
build deep client relationships
work collaboratively with stakeholders
customer requirements understanding
Nice-to-have
ambassador for the business
promoting our image, reputation and credibility
real variety in your work
market and social awareness
Key Requirements
right to live and work in Jersey
right to live and work in Isle of Man
PCIAM level 6 or equivalent
additional appropriate qualifications
Work Rights
Must have the right to live and work in Jersey and Isle of Man