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
Guernsey,
Channel Islands
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.
For a full job description or further information on this role please call , or email .