The role focuses on growing the customer portfolio through proactive engagement while ensuring compliance with governance and operational requirements. Key responsibilities: ⭐ Ensure compliance with legislative, regulatory and audit requirements ⭐ Support delivery of excellent customer experience ⭐ Build and maintain long-term client relationships ⭐ Track operational activities to help achieve sales targets ⭐ Support customer growth through proactive engagement What you’ll need: ⭐ 5 GCSEs (including English and Maths) ⭐ Developing knowledge of fiduciary services ⭐ Understanding of investment products, accountancy principles, commercial law and asset management ⭐ Desirable knowledge of banking principles ⭐ Strong analytical and problem-solving skills ⭐ Ability to manage follow-ups and coordinate service delivery ⭐ Good communication and basic software skills Why join: ⭐ Opportunity to develop client relationship management skills ⭐ Exposure to banking and fiduciary services ⭐ Supportive team with career development opportunities
Junior Relationship Manager
Guernsey
Permanent
Agency Listing
Finance
Project Management
Seeker Insight
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