Relationship Manager - Business Development

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 70,000 - 90,000; Full time

Job summary

A respected private banking institution is seeking a Relationship Manager to drive revenue growth and expand relationships with high-net-worth clients. You will manage a portfolio, identify new business opportunities, and collaborate with teams to deliver tailored wealth management solutions. Ideal candidates will have at least 5 years of experience in private banking and a strong sales background.

Qualifications

• Minimum 5 years' experience in private banking or wealth management.
• Strong background in sales and business development.
• Ability to manage a portfolio of high and ultra-high-net-worth clients.

Responsibilities

• Acquire and develop new relationships with high-net-worth individuals.
• Drive strategic growth through client engagement.
• Build and maintain professional relationships for referrals.

Skills

Relationship management

Business development

Interpersonal skills

Sales expertise

Education

Investment Advice Diploma

Job description

Relationship Manager - Business Development

A fantastic opportunity to join a well-respected private banking institution in Guernsey, where you'll take a leading role in managing and expanding relationships with high and ultra-high-net-worth clients. Working closely with internal stakeholders, you will drive revenue growth while delivering bespoke wealth management solutions.

Location

Duties for this role include, but are not limited to:

• Proactively acquiring and developing new relationships with high and ultra-high-net-worth individuals, primarily within the Guernsey market.
• Identifying new business opportunities and driving strategic growth through tailored client engagement.
• Building and maintaining a robust network of professional relationships to generate referrals and deepen client loyalty.
• Developing and executing a business plan to achieve both individual and team targets.
• Preparing and presenting compelling pitches and proposals that showcase the firm's value proposition and services.
• Working cross-functionally with Investment Management, Product Specialists, and Advisory teams to deliver tailored wealth solutions.
• Keeping informed of market developments, competitor activity and regulatory changes to support growth initiatives.
• Promoting the bank's suite of products and services to clients through personalised recommendations and cross-selling.
• Supporting brand initiatives through involvement in marketing strategies and client events.
• Mentoring junior team members and supporting their development in line with broader team goals.
• Upholding all regulatory requirements and maintaining the highest levels of integrity and professionalism.

Skills / Qualifications

The ideal candidate will be a self-driven relationship professional with at least 5 years' experience in private banking or wealth management, ideally supported by the Investment Advice Diploma. A strong background in sales and business development is essential, along with a proven ability to grow and manage a portfolio of high and ultra-high-net-worth clients. The successful candidate will possess excellent interpersonal skills, a client-first mindset, and a deep understanding of investment solutions and strategic relationship management within a highly regulated environment.

We are an equal opportunities employer and welcome applications from all qualified candidates.