As a Relationship Associate within our International Private Banking team, you will play a key role in supporting a growing portfolio of high-net-worth clients. Your focus will be on nurturing strong relationships, delivering exceptional service, and identifying opportunities to attract additional funds. This role is integral to achieving our strategic goal of increasing the number of clients with deposits of £250k and above, enhancing value and profitability through deeper client engagement.
There's a wealth of opportunities - many of our colleagues go on to gain industry qualifications or careers in the wider Group.
In this role you’ll be responsible for:
Client Relationship Support:
- Carry out daily procedural tasks such as managing deposits to support external and internal client relationships
- Join Relationship Managers on client appointments, providing support and follow-up actions
- Assist with progressing new account enquiries and collaborate closely with dedicated partners
Operational Excellence:
- Work with other Associates to ensure smooth day-to-day running of the private banking desk, adapting to changing priorities to meet client needs
- Maintain compliance by working within current processes, systems, and procedures, and report simple non-compliance issues
Growth and Acquisition:
- Identify opportunities to attract additional deposits from existing and new-to-bank clients
- Support Relationship Managers in executing strategies to deepen client relationships and consolidate assets.
Service Excellence:
- Deliver exemplary outcomes by providing tailored solutions and proactive support
- Ensure compliance with regulatory standards and internal policies at all times.
Personal Development:
- Develop personal capabilities using existing formal and informal training opportunities.
Why join us? We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.
What we’re looking for?
Relationship Building: Ability to quickly build relationships and understand customer needs
Customer Focus: Strong focus on delivering great service and meeting customer needs
Organisational Skills: Strong organisational skills to support customer needs and manage tasks efficiently
Communication Skills: Excellent communication and interpersonal skills.
And experience of the following would be great:
- Minimum 1 year’s banking or business experience where you've had to deal with customers.
We know that great talent comes from many backgrounds. We recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
We also offer a wide-ranging benefits package, which includes:
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 24 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies.
This is a full time, permanent role based in the Isle of Man.
Please note this role is only available for colleagues residing in, or to those who hold right to work permits for Isle of Man.
If you’re excited by the thought of becoming part of our team, please use the APPLY NOW button which will take you to the online application system. When completing your application, please make sure you select that you heard about this vacancy through JustTheJob.im.
£33,203 - £34,950
Full Time - 35 Hours
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