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- Tasks: Manage and expand relationships with high-net-worth clients while driving revenue growth.
- Company: Well-respected private banking institution in Guernsey.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact by delivering bespoke wealth management solutions.
- Qualifications: 5+ years in private banking or wealth management with strong sales skills.
- Other info: Opportunity to mentor junior team members and grow your career.
The predicted salary is between 36000 - 60000 £ per year.
Relationship Manager – Business Development
A fantastic opportunity to join a well-respected private banking institution in Guernsey, where you\’ll take a leading role in managing and expanding relationships with high and ultra-high-net-worth clients. Working closely with internal stakeholders, you will drive revenue growth while delivering bespoke wealth management solutions.
Location
Duties for this role include, but are not limited to:
- Proactively acquiring and developing new relationships with high and ultra-high-net-worth individuals, primarily within the Guernsey market.
- Identifying new business opportunities and driving strategic growth through tailored client engagement.
- Building and maintaining a robust network of professional relationships to generate referrals and deepen client loyalty.
- Developing and executing a business plan to achieve both individual and team targets.
- Preparing and presenting compelling pitches and proposals that showcase the firm\’s value proposition and services.
- Working cross-functionally with Investment Management, Product Specialists, and Advisory teams to deliver tailored wealth solutions.
- Keeping informed of market developments, competitor activity and regulatory changes to support growth initiatives.
- Promoting the bank\’s suite of products and services to clients through personalised recommendations and cross-selling.
- Supporting brand initiatives through involvement in marketing strategies and client events.
- Mentoring junior team members and supporting their development in line with broader team goals.
- Upholding all regulatory requirements and maintaining the highest levels of integrity and professionalism.
Skills / Qualifications
The ideal candidate will be a self-driven relationship professional with at least 5 years\’ experience in private banking or wealth management, ideally supported by the Investment Advice Diploma. A strong background in sales and business development is essential, along with a proven ability to grow and manage a portfolio of high and ultra-high-net-worth clients. The successful candidate will possess excellent interpersonal skills, a client-first mindset, and a deep understanding of investment solutions and strategic relationship management within a highly regulated environment.
We are an equal opportunities employer and welcome applications from all qualified candidates.
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Relationship Manager - Business Development employer: Leapfrog Recruitment Consultants
Contact Detail:
Leapfrog Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Business Development
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private banking scene. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might lead you to your next opportunity!
✨Tip Number 2
Practice your pitch! When you get the chance to meet with potential clients or employers, make sure you can clearly articulate your value proposition. Tailor your approach to highlight how your experience aligns with their needs, especially in wealth management.
✨Tip Number 3
Stay informed! Keep up with market trends and competitor activities. This knowledge will not only help you in conversations but also show that you’re proactive and engaged in the industry. Plus, it’ll give you great talking points during interviews.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Don’t forget to follow up after applying; a little persistence can go a long way in making a lasting impression.
We think you need these skills to ace Relationship Manager - Business Development
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your experience in private banking or wealth management. We want to see how you've successfully managed relationships with high-net-worth clients and driven business growth.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and qualifications mentioned in the job description. We love seeing candidates who take the time to connect their experience with our needs.
Be Personable: Since this role is all about building relationships, let your personality shine through in your application. We’re looking for someone with excellent interpersonal skills, so don’t be afraid to show us who you are!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Know Your Clients
Before the interview, research the types of high and ultra-high-net-worth clients the company typically works with. Understand their needs and preferences, and think about how you can tailor your approach to meet those specific requirements.
✨Showcase Your Network
Be prepared to discuss your existing professional relationships and how they can benefit the company. Highlight any connections that could lead to new business opportunities or referrals, as this is crucial for a Relationship Manager role.
✨Prepare Compelling Pitches
Practice presenting your ideas and proposals clearly and confidently. Think about how you would showcase the bank's value proposition to potential clients, and be ready to demonstrate your ability to create bespoke wealth management solutions.
✨Stay Informed
Keep up-to-date with market developments and regulatory changes relevant to private banking. Being knowledgeable about current trends will not only impress your interviewers but also show that you are proactive and committed to driving growth.
