Relationship Manager

Ref: 42715_1652815273
Guernsey
Permanent, Full-time
Funds

An award-winning global Financial Services organisation is currently looking for a Relationship Manager in their Guernsey office. 

You’ll utilise your  knowledge of Global Fund Services products and services to manage client relationships and provide clients with information / suggestions.

You will also Identify opportunities to cross sell products generating additional revenues and providing value for your clients.

Responsibilities will include but not be limited to:

  • Developing a thorough understanding of clients’ business objectives, goals and challenges 
  • Educating the client on any emerging challenges and the company’s products and services that can address specific client issues
  • Building, maintaining and reviewing client relationship plans
  • Documenting profitability analysis and reviews on a quarterly basis and attending client board meetings 

The ideal candidate will have experience in financial servicing such as trust or asset servicing and have proven client relationship experience with strong negotiation and delegation skills.

If this sounds like you, apply today with your updated CV details or give Andre a call at 714 634 to learn more.

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