Join us as an Institutional Associate Relationship Director
- We’re looking for someone to develop relationships with a portfolio of clients and internal stakeholders to support business growth
- As you manage and build relationships with your clients, we’ll look to you to identify any opportunities to support the strategic growth of their business and to support their client base
- If you want to work with us in Jersey and you don't already live here, you'll need to clearly state in your CV that you have the right to live and work here to be considered for this role
We’re looking for someone to proactively enhance customer satisfaction and advocacy by providing them with products and services that best serve their needs. You’ll also prepare well researched and comprehensive briefs and pitch books for customers and prospect meetings. You’ll use a range of contact and strategy planning tools to identify and meet customer needs, while all the time making sure you’re delivering high quality customer interactions and experiences.
You’ll also be:
- Providing day-to-day leadership within the Financial Services Business (FSB) relationship team
- Collaborating with customers and colleagues to build trust and long-term sustainable value
- Acting as a visible, positive presence in other parts of the business and the external market
- Supporting senior leadership to assess and analyse the financial information of our customers
- Maintaining the credit quality of your portfolio to a high standard in conjunction with senior colleagues
In this role, you’ll need highly developed interpersonal, negotiation and networking skills, preferably gained in a sales environment. You’ll also have experience in providing effective and proactive leadership to deliver income through various business channels.
On top of this, you’ll need to be aware of financing and risk management trends in the market to develop innovative solutions.
We’ll also need you to have:
- A strong market awareness and an appreciation of the economic and financial outlook
- A track record of delivering high quality outcomes while building outstanding customer and professional relationships, ideally in an Institutional environment
- An ability to undertake detailed risk analysis and debt structuring
Hours
35Job Posting Closing Date:
08/05/2025Ways of Working:HybridSimilar Jobs
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate.
As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these.
Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence.
One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025.
We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
