Relationship Manager, International Wealth & Investment

Standardbankgroup

Saint Helier

On-site

GBP 70,000 - 100,000

Full time

2 days ago
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Job summary

Standard Bank Offshore in Jersey is seeking an experienced Wealth & Investment Relationship Manager to oversee a portfolio of high‑net‑worth clients. You will deliver tailored banking, lending and investment solutions while building trusted, long‑term relationships.

The role focuses on proactive relationship management with strong emphasis on risk, governance and regulatory compliance, liaising with internal teams to ensure seamless client transactions and adherence to KYC/AML requirements.

Qualifications

  • First Degree in Business Commerce or related field.
  • Experience of 5–7 years in Personal and Private Banking.
  • Strong experience in relationship management and client engagement.
  • Sound understanding of banking products, risk management and regulatory requirements.

Responsibilities

  • 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 requirements e.g. KYC, AML.
  • Develop an in-depth understanding of clients' financial circumstances, banking requirements and wealth objectives.

Skills

Relationship management
Client engagement
Regulatory compliance
Risk awareness

Education

First Degree in Business Commerce or related field

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
  • 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

Closing Date - 26 November 2026

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