Responsibilities include managing a portfolio of high-net-worth clients, proactively introducing bank services like current accounts, savings, FX, lending, investment trading, and asset finance. The role requires generating leads, maintaining client satisfaction, and collaborating with internal business partners to enhance service delivery.
Candidates must have proven experience managing high-net-worth clients, strong understanding of financial products, excellent communication skills, and ability to work collaboratively. Required skills include personal organization, time management, analytical problem-solving, and understanding of Jersey's financial marketplace.
Investec offers a distinctive culture with a flat structure, internal mobility, and entrepreneurial environment. Benefits include pension, private medical cover, virtual GP, gym discounts, psychologist service, annual leave, and life assurance. The bank values inclusion, creativity, and provides opportunities for professional growth.
