UHNW Private Banking Assistant RM – Guernsey

And Simple ApS; United Kingdom; Remote; GBP 40,000 - 70,000; Full time

Job summary

Andsimple is seeking an assistant Relationship Manager to support ultra-high-net-worth clients from its Guernsey operations, providing access to banking and investment solutions and a discreet, high-touch service.

The role emphasizes client-facing delivery, product learning, and close collaboration within a small professional team; a professional banking or financial services qualification is desirable, with a self-starter ethos and a keen ability to tailor solutions.

Qualifications

• Demonstrable client-facing experience, ideally within private wealth.
• Willingness to learn the bank's product offering and match it to client requirements.
• Professional qualification in banking or financial services, or a commercial background is desirable; ability to collaborate within a tight-knit team.

Responsibilities

• Serve ultra-high-net-worth clients through banking and investment solutions.
• Learn the bank's product offering and tailor it to client requirements.
• Collaborate within a tight-knit professional team to deliver bespoke service.

Skills

Client-facing experience

Private wealth context

Education

Banking/Financial services qualification

Job description

Andsimple is seeking an assistant Relationship Manager to support ultra-high-net-worth clients from its Guernsey operations, providing access to banking and investment solutions and a discreet, high-touch service.

The role emphasizes client-facing delivery, product learning, and close collaboration within a small professional team; a professional banking or financial services qualification is desirable, with a self-starter ethos and a keen ability to tailor solutions.