We are looking for a Relationship Manager who will provide an excellent level of service for a portfolio of local and international High Net Worth Private Clients.
Your responsibilities will include:
- Ensuring a high-quality banking experience for your client portfolio
- Following up in-bound leads and enquiries for new products and services
- Building and maintaining a clear understanding of the risk appetite, policies and guidelines
- Positive cross-departmental co-ordination in order to deliver a highly effective service to your clients
- Assessing client risk in order to ensure timely and accurate completion of client periodic risk reviews and close any KYC/AML shortfalls
- Ensuring that all relevant and current rules, regulations, policies are adhered to in respect of your clients
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Relationship Manager, Banking - Guernsey employer: AP Personnel
Join a dynamic and supportive team where your expertise as a Senior Finance Officer will be valued and nurtured. Our company fosters a collaborative work culture that prioritises employee growth, offering continuous professional development opportunities and a clear pathway for career advancement. Located in the vibrant UK/Switzerland region, we provide a unique blend of competitive benefits and a stimulating environment that encourages innovation and excellence.
