Junior Relationship Manager

Job description

Junior Relationship Manager St Peter Port Full time

Tasks

• Proactively build and develop new relationships with High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) from the Guernsey market
• Identify and pursue new business opportunities to drive growth and increase sales
• Build and maintain a strong network of relationships with potential and existing clients and other stakeholders to generate referrals and introductions
• Develop and implement a strategic business plan to achieve individual and team goals, including setting objectives, tracking progress and adjusting strategies as needed
• Create and present targeted presentations and pitches to potential clients to highlight the Bank's unique value proposition and services
• Collaborate with internal teams such as Investment Management, Advisory Solutions and Product Specialists to develop and promote innovative solutions and services that meet the evolving needs of HNWIs and UHNWIs
• Keeping abreast of industry trends, competitor activity and market developments to identify opportunities for growth and differentiation
• Presenting the bank's products and services to potential clients, offering customized investment solutions and cross-selling relevant offers
• Contribute to the development and implementation of new marketing strategies, initiatives and events to support business growth and brand awareness
• Mentor and support junior team members to develop their business development skills and contribute to the growth and goals of the team
• Ensure compliance with all regulatory requirements and industry standards and maintain the highest level of professionalism and integrity in all interactions with clients and stakeholders

Requirements

Personal and social skills

• Excellent interpersonal skills
• Open and accessible
• Shows genuine interest in people
• Ability to engage with customers and colleagues from different backgrounds
• Results-oriented

Professional and technical skills

• Obtained or studying for: Investment Advice Diploma, Level 4 or equivalent within an agreed period of time
• At least 5 years of relevant experience
• Relevant higher education and professional background, e.g. FH, HWV, university or banking apprenticeship combined with a corresponding professional qualification
• Experience in business development and sales
• Proven track record of winning new relationships
• Solid affinity to the geographical market (market):
  • Language skills and cultural awareness
  • Familiarity with the legal and regulatory environment
• Solid knowledge of global financial markets and current events
• Ability to combine customer needs with suitable product solutions
• Sound business judgment that always represents the interests of the bank and its shareholders
• Willingness and flexibility to extend networking efforts outside of typical office hours

We offer

(no specific information available)