Our Client has an opening for a Relationship Manager to join its Corporate Clients team
This role involves managing a portfolio of corporate client relationships within a reputable Guernsey-based business. The successful candidate will deliver excellent customer service, meet financial targets, and identify new business opportunities across various segments including fiduciary, fund administration, family office, and insurance. The position requires assisting with risk assessments, client reviews, and ensuring compliance with policies and regulations.
Requirements include 3 to 5 years of experience in a front office client relationship role, ideally with relevant Level 4 qualifications such as RDR Investment, STEP, or CeMAP. Experience in drafting credit papers and working towards financial targets is preferred. A track record of collaboration and excellent client management skills are essential.
For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com.