14 дней назад
Private Banking Relationship Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Banking Relationship Manager (Private Banking/Relationship Management): Managing and growing a portfolio of private banking customers across the Crown Dependencies with an accent on complex banking and lending needs, customer experience, and sustainable business development. Focus on building local professional networks, generating referrals, deepening client relationships, and collaborating with business partners and risk.
Location: Douglas, Isle of Man. Hybrid working requires spending at least two days per week, or 40% of working time, at the office. Applicants must have the right to live and work in the Isle of Man; UK right to work is not sufficient.
Company
is a major banking organisation developing relationship-led financial services across the Crown Dependencies.
What you will do
- Manage, grow, and oversee a portfolio of private banking customers across the Crown Dependencies.
- Build long-term relationships and provide banking, lending, and customer service support for complex client needs.
- Match customer needs with relevant products and support the use of digital banking services.
- Develop relationships with local professional introducers and external partners to generate referrals and sustainable business growth.
- Improve relationship depth, profitability, customer satisfaction, and retention.
- Collaborate with business partners and risk, improve processes, and coach others when required.
Requirements
- Approximately 3–5 years of relevant relationship management experience.
- Proven business development experience and an established network of professional introducers, local contacts, or centres of influence.
- Strong networking, relationship-building, and external representation skills.
- Ability to identify customer needs, generate new opportunities, and grow a customer portfolio.
- Strong customer service skills, self-motivation, and a growth mindset.
- Right to live and work in the Isle of Man is required.
Culture & Benefits
- Hybrid working with at least two office days per week.
- Formal and informal training and development opportunities.
- Pension contribution of up to 15% and an annual performance-related bonus.
- 30 days of annual leave plus bank holidays.
- Adaptable lifestyle benefits, wellbeing initiatives, generous parental leave, and workplace adjustments.
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