Senior Wealth & Relationship Leader for Affluent Clients

Standard Chartered; Saint Helier; On-site; GBP 90,000 - 150,000; Full time

Job summary

Standard Chartered in Jersey is seeking an experienced Associate Director, Affluent Client Relationships to lead and grow relationships with affluent corporate partners and high-net-worth individuals, delivering tailored wealth solutions and proactive service.

You will act as trusted advisor across investment advisory, portfolio reviews, banking and lending, and collaborate with specialist teams to drive AUM and revenue while maintaining regulatory standards and exceptional client experience.

Qualifications

• Proven experience in relationship management, wealth management, private banking, investment advisory, or financial services.
• Strong track record of achieving revenue, portfolio growth, and client acquisition targets.
• Experience advising affluent or high-net-worth clients on investment and banking solutions

Responsibilities

• Develop, manage, and deepen relationships with affluent corporate partners and individual clients.
• Serve as a trusted advisor, delivering holistic financial and wealth management solutions tailored to client needs.
• Conduct regular portfolio reviews and proactively identify opportunities to enhance client outcomes.
• Deliver an outstanding client experience through personalised, high-touch relationship management.

Skills

Relationship management

Sales

Investment advisory

Portfolio management

Education

Degree or equivalent professional qualification

CISI Investment Advice Diploma Level 4

Investment advisory qualification

Tools

CRM systems

Financial planning software

Job description

Standard Chartered in Jersey is seeking an experienced Associate Director, Affluent Client Relationships to lead and grow relationships with affluent corporate partners and high-net-worth individuals, delivering tailored wealth solutions and proactive service.

You will act as trusted advisor across investment advisory, portfolio reviews, banking and lending, and collaborate with specialist teams to drive AUM and revenue while maintaining regulatory standards and exceptional client experience.