Relationship Manager, International Wealth & Investmentnew

Job Description

NOTE: This role is not open to Relocation or Sponsorship. Only Jersey residents are eligible to apply.

We’re looking for an international Wealth & Investment Relationship Manager to join our team in Jersey.

In this role, you’ll manage a portfolio of high-net-worth clients, delivering tailored banking, lending and investment solutions while building trusted, long-term relationships. You’ll act as a key point of contact for clients, ensuring their needs are met through exceptional service, proactive relationship management and strong focus on risk, governance and regulatory compliances.

Qualifications

Qualifications

Minimum Qualification: 

• First Degree in Business Commerce or related field

Experience Required :

• 5 - 7 years’ experience in Personal and Private Banking
• Strong experience in relationship management and client engagement
• Sound understanding of banking products, risk management and regulatory requirements

Key Outputs: 

• Act as the primary point of contact for clients, ensuring enquiries, requests and instructions are handled efficiently and professionally.
• Liaise with Operations, Lending, Investments, Treasury, Trust, Compliance and Legal teams to facilitate client transactions.
• Adherence to required compliance, legislative, regulatory, etc. requirements e.g., KYC, AML
• Develop an in-depth understanding of clients’ financial circumstances, banking requirements and wealth objectives.

Behavioural Competencies:

• Articulating Information
• Conveying Self-Confidence
• Examining Information
• Interacting with People
• Upholding Standards

Technical Competencies:

• Banking Process & Procedures
• Customer Understanding
• Risk Identification
• Risk Reporting

#SBO

Additional Information

Closing Date - 05 November 2026