Ref: 33298
Jersey
Full Time Permanent
Banking, Credit / Lending Our client is seeking an experienced Private Banker to join their team in Jersey on a full-time basis. This role involves managing and growing a portfolio of high-net-worth clients, family offices, and professional clients by delivering a personalised and proactive banking service. The successful candidate will collaborate with internal stakeholders to offer a wide range of tailored financial solutions and ensure exceptional client experience across the full spectrum of banking services. Job Duties:
Manage and grow a portfolio of high-net-worth clients, family offices, and professional clients Provide access to banking services including current and savings accounts, FX, debit cards, real estate and Lombard lending, investment trading, custody, and asset finance Maintain high levels of client satisfaction through proactive relationship management Generate internal referrals and new business opportunities across the wider organisation Introduce clients to strategic wealth management partners where appropriate Deliver tailored financial solutions based on client needs Ensure regulatory compliance, including timely completion of reviews and transaction monitoring Organise and attend banking and industry events to enhance client relationships Lead and support ad hoc projects as required
Job Requirements:
Demonstrated experience in managing high-net-worth clients and professional relationships Strong understanding of banking and financial services products, particularly lending solutions Knowledge of the Jersey market, including local industries and competition Relevant qualification (e.g. CFP, IAD, STEP) or a Bachelor’s degree Strong communication, interpersonal, and stakeholder management skills Excellent organisation, planning, and time management capabilities High level of professionalism and integrity Strong analytical and problem-solving abilities Ability to collaborate effectively with internal teams
What You’ll Love:Our client is a specialist bank known for its entrepreneurial spirit and commitment to internal mobility and development. With a flat structure and a culture that rewards innovation and collaboration, the organisation offers a dynamic environment where individuals can thrive. Team members are encouraged to think out of the ordinary and contribute to long-term client success through a unique and high-touch approach to banking. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here Go back
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