29 Aug 2019

Relationship Manager

Ref 32643

A global financial institution is looking for a Relationship Manager, to join their Global Family and Private Investment team, who are dedicated to supporting wealthy families and their charities and foundations.

Key duties:

  • Build trusted relationships through engagement, effective communication and actions.
  • Facilitate implementation of sophisticated wealth plans based on the direction given by the client and their advisors
  • Discuss general financial forecasts and industry trends with clients
  • Work with and provide support to the Account Management staff as necessary, and maintain close ongoing liaison with clients and advisers on more complex matters
  • Actively assist in the sales process and the identification of opportunities to expand client relationships
  • Review and consider client profitability and identify/address where fee levels are inappropriate
  • Undertake annual client review of your client relationships ensuring that family structures / assets are correct and documented accurately

The successful post holder will benefit from having the following skills and attributes:

  • Strong knowledge of Fiduciary and Guernsey regulatory environment
  • Direct experience in interacting with demanding clients and meeting their needs
  • Structured communication skills: ability to communicate complex ideas and ask targeted questions to arrive at solutions 
  • Highly flexible and adaptable to change, self-motivated and able to operate independently to drive results
  • Excellent organizational skills and comfort in prioritizing competing demands
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