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Director / Executive Director, Relationship Manager

Guernsey

Permanent
Agency Listing
Finance

Manage a portfolio of High Net Worth clients, delivering tailored wealth management solutions while building strong, long-term relationships. Key responsibilities: ⭐ Manage and develop HNW client relationships, providing investment advice ⭐ Deliver high-quality client service and respond to enquiries ⭐ Acquire new clients through networking and referrals ⭐ Collaborate with internal teams to deliver client solutions ⭐ Ensure compliance with regulatory and internal policies What you’ll need: ⭐ 10 years + private clients experience and be level 6 qualified ⭐ Experience managing HNW clients and winning new business ⭐ Strong knowledge of financial markets and products ⭐ Excellent communication and relationship-building skills Why join: ⭐ Opportunity to work with high-value clients ⭐ International exposure

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