Transactional Banker, Wealth and Investment (Fixed Term Contract)

Job Description

PLEASE NOTE:

• This role is not open to relocation.  Only candidates who have residency and right to work in Jersey can be considered.
• This role is a 12-month Fixed Term Contract

To fulfil and execute client demand for an assigned portfolio of core high net worth accounts providing optimal service and support, while coordinating all Standard Bank products, services and resources, thereby enabling the achievement of defined revenue targets and client satisfaction, within applicable risk and governance parameters.

Qualifications

Minimum Qualification: 

• Diploma in Business Commerce
• Diploma in Finance and Accounting

Experience Required :

• 3 - 4 years experience in Personal and Private Banking
• Experience in a client facing environment fulfilling client demand (credit/banking/operations), with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.
• The role requires banking experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards. Experience of working in a similar mid-office environment or operations would be preferred.

Key Outputs :

• Act as the first point of contact for incoming correspondence and interaction with clients to ensure their queries and communications are dealt with professionally and are forwarded to the relevant internal parties. Liaise with other business areas such as operations and client services to ensure the timely processing of all transactions to provide the highest levels of service to customers. Prepare client correspondence, including client actionable items.
• Demonstrate interest in developing a familiarity with investment products, capital allocation recommendations. Assist in the development of account plans in a consistent and timely manner in order to identify potential business opportunities and regularly update the concerned Relationship Manager about account development. Additionally, seek out relevant cross selling opportunities to maximise revenue. Participate in marketing initiatives such as campaigns, as needed.
• Develop an in depth understanding of the client's needs, addressing client's queries and requests (such as asset transfers, fund transfers, credit requests) timeously, following issues through to resolution. Ensure all cases of recurring problems are identified and rectified promptly.
• Ensure compliance with applicable regulations and legislation and adherence to risk guidelines, procedural controls, standards, policies and procedures. Find alternatives and connect new paths to find optimal outcomes in risk managed matters.
• Foster a creative, collaborative and client-focused relationship with all internal stakeholders to deliver solutions that effective, pragmatic, and risk appropriate.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Documenting Facts
• Examining Information

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Client Servicing
• Customer Reception and Channelling
• Customer Understanding ( Consumer Banking)
• Product Knowledge (Consumer Banking)

#SBO