Relationship Manager, International Wealth & Investment

Posted 3 Days Ago
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Saint Helier, JEY
In-Office
Senior level
Financial Services
The Role
Manage and grow a portfolio of private banking clients by providing personalized financial solutions, preparing and overseeing credit applications, ensuring compliance (KYC), applying account management and risk controls, and acting on client instructions within mandate to retain and create value for clients and the bank.
Summary Generated by Built In
Company Description

Standard Bank Offshore is the offshore arm of the Standard Bank Group, a leading Africa focused financial services group, and an innovative player on the global stage. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals.

Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa and SBO is perfectly positioned to support the growth of our organisation from our office in the Isle of Man, Jersey, London, MAUs and South Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

NOTE: This role is not open to Relocation or Sponsorship. Only Jersey residents are eligible to apply.

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Qualifications

Minimum Qualification: 

  • First Degree in Business Commerce

Experience Required :

  • 5 - 7 years experience in Personal and Private Banking
  • Experience in sales, service, relationship management, credit applications and financial acumen.

Key Outputs :

  • Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
  • Adhere to sound account management principles for optimal credit portfolio management execution (i.e., reduced excesses, unauthorised overdrawn accounts and overdue reviews)
  • Adherence to required compliance, legislative, regulatory, etc. requirements e.g., KYC.
  • Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required.
  • Ensure the necessary indemnities are in place to receive instructions from the specific client via email or telephone. Apply discretion to act on client instructions within defined mandate and escalate where applicable (e.g., client requests an EFT transfer to be made, jobholder may act on the request if within allocated mandate.

Additional Information

Behavioural Competencies:

  • Articulating Information
  • Conveying Self-Confidence
  • Developing Strategies
  • Empowering Individuals
  • Examining Information
  • Interacting with People
  • Upholding Standards

Technical Competencies:

  • Banking Process & Procedures
  • Commercial Acumen
  • Customer Understanding ( Consumer Banking)
  • Financial Acumen
  • Product Knowledge (Consumer Banking)
  • Risk Identification
  • Risk Reporting

#SBO

Skills Required

  • First Degree in Business Commerce
  • 5-7 years experience in Personal and Private Banking
  • Experience in sales, service, relationship management, credit applications and financial acumen
  • Knowledge of compliance and KYC processes
  • Must be a Jersey resident; no relocation or visa sponsorship available

Standard Bank Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Standard Bank Group and has not been reviewed or approved by Standard Bank Group.

  • Leave & Time Off Breadth Leave options span vacation, study, parental, compassionate/family responsibility, sick/short‑term incapacity, sabbatical, recognition and optional unpaid leave, subject to country practices. This breadth provides flexibility to manage family, study, health, and rest needs.
  • Healthcare Strength Core protection includes medical cover and death/incapacity insurance, with many markets offering permanent health insurance and optional life/funeral or gap‑cover add‑ons. Wellness and counselling programs further strengthen day‑to‑day health support.
  • Fair & Transparent Compensation Formal remuneration materials emphasize equal pay for work of equal value, structured market alignment, and pay‑equity analyses alongside clawback/forfeiture provisions. This governance signals predictable, fairness‑oriented pay practices.

Standard Bank Group Insights

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The Company
HQ: Johannesburg
63,856 Employees
Year Founded: 1862

What We Do

As a brand with a legacy of 161 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.

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