Senior Wealth & Investment Relationship Manager – Jersey

Standardbankgroup; Saint Helier; Presencial; GBP 70.000 - 100.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Relationship management

Client engagement

Regulatory compliance

Risk awareness

Educación

First Degree in Business Commerce or related field

Descripción del empleo

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.