37 Private Banking jobs in Saint Helier

A small prestigious international bank is seeking a conscientious individual to assist a team of Relationship Managers in Private Banking for up to 3 months.

Your duties will be varied to include:

• Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD
• Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries
• Providing assistance to clients during branch visits
• Maintaining Private Banking diary and client files

Your experience must include:

• Proven relevant experience in Private/Premier/Retail Banking including account opening processes and KYC/CDD
• Strong teamwork skills with a proactive approach to delivering exceptional client service
• Excellent presentation and communication skills (both written and oral)
• Proficiency in MS Office: Excel, PowerPoint

Please note this role will be working 5 days a week in the London office.

Relationship Manager – Surrey/Guildford Area

Salary:  Competitive salary + car allowance 

Hours:  37.5 per week, flexible working available

Location:  Home-based with regular travel in Surrey/Guildford area and occasional UK-wide travel

Contract:  Permanent, full-time

We are recruiting on behalf of a leading industry training organisation for a Relationship Manager to manage and develop relationships with employer establishments in the region. This is a home-based role with regular travel, supporting employers in identifying and delivering their training and skills requirements.

Key Responsibilities:

• Act as the primary contact for assigned employers, providing guidance on skills and training solutions.
li>Promote training programs, apprenticeships, and other learning initiatives.
• Support internal teams in employer engagement and project delivery.
• Ensure grants are managed according to policy.
• Maintain accurate records of stakeholder engagement and regional activity.
• Travel within the region and occasionally across the UK.

Essential Experience:

• Proven experience in a relationship-focused role, preferably in training or skills development.
• Experience providing solutions to key customers and developing business opportunities.
• Strong organisational skills and ability to work to deadlines.

Desirable Experience:

• Project management experience.
• Experience in engineering, construction, or skills-related industries.
• Coaching or mentoring experience.

Core Competencies:

• Business acumen, problem solving, planning & organisation.
• Customer focus and delivering quality results.
• Teamwork, collaboration, and leadership.
• Excellent communication and professional behaviour.
• Adaptability and commitment to continuous improvement.

This is an exciting opportunity for a proactive individual with strong stakeholder management skills to support skills development across a regional employer network.

Relationship Manager
Merrifield Consultants are delighted to be partnering with a skills body to recruit a Relationship Manager. This is a key role for someone who thrives on building impactful relationships, supporting organisations with their training and skills needs, and driving meaningful outcomes across industry.

Summary of the Role
As Relationship Manager, you'll act as the first point of contact for employers in your region, building strong connections and helping them identify and deliver their training and skills priorities. You'll provide advice, guidance, and solutions that add real value, while representing the organisation at a regional and national level.

Role Details
Salary: Up to 38,323 (depending on experience) Car allowance: 7,965, combined package: 46,288

Contract: Full-time, permanent, 37.5 per week, with flexible working opportunities available

Location: Home-based, with regular national travel into South East England (including occasional overnight stays)

Responsibilities:
Be the primary contact for a portfolio of employer organisations, ensuring they receive a high-quality and consistent service.

Build strong professional relationships, providing expert advice and guidance on training, people, and skills development.

Work with employers to identify their training needs and support them in accessing relevant programmes, grants, and initiatives.

Lead on multi-level engagement with stakeholders, representing the organisation at events and meetings.

Maintain accurate and timely records of stakeholder engagement and outcomes.

Monitor and report on activities, outcomes, and impact, working towards continuous improvement.

Support the delivery of projects and initiatives that enhance opportunities for new entrants into the industry.

Person Specification:
Essential:

Proven experience in relationship or account management with a strong customer focus.

Experience of training and competence systems, with the ability to advise and guide stakeholders effectively.

Demonstrated success in providing solutions to meet customer needs.

Strong negotiation, influencing, and communication skills, with experience handling challenging stakeholders.

Evidence of meeting deadlines and delivering results in a complex environment.

Desirable:

Project management experience, particularly non-technical projects.

Knowledge of the skills, training.

Experience coaching or mentoring colleagues.

Awareness of labour market intelligence and workforce development initiatives.

Core Competencies:

Business acumen and ability to spot opportunities.

Strong organisational and planning skills, able to manage multiple priorities.

Collaborative, team-oriented approach with excellent communication skills.

Problem-solving and solution-driven mindset.

Professional, resilient, and committed to continuous improvement.

If you're an ambitious and relationship-driven professional with a passion for skills and workforce development, we want to hear from you. Apply today via Merrifield Consultants and take the next step in your career.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

Client Relationship Manager

£35,000 - £45,000 per annum

Weybridge, Surrey

Permanent, full-time or part-time

Are you a commercially driven relationship-builder who thrives in a fast-paced, high-growth environment? Do you want to be part of a dynamic, purpose-led business making a real impact?

We’re working with a rapidly expanding organisation looking for a talented, resilient and personable Client Relationship Manager  to strengthen client partnerships, support marketing activity, and deliver outstanding customer care. This is a fantastic opportunity to join a close-knit, collaborative team during an exciting phase of growth.

Why You’ll Love This Role:

Key Responsibilities:

What We’re Looking For:

Digitally Confident

Self-Motivated & Organised

Adaptable & Resilient

Excellent Communicator

Location Requirement

About us

Over the last 18 years, we have helped over a million satisfied customers move and manage their money. Our award-winning product portfolio allows our customers to make low-cost multi-currency payments across various payment products.

As a business, we are committed to delivering value to our customers through the combination of advanced payments technology and personal expert service. We’re doing this by hiring exceptional people and are now looking for a Strategic Account Manager to join our team. Within our offices in London, Chester and Los Angeles and Europe, Equals comprises of three business lines and brands - Equals Money, FairFX and CardOneMoney. You will join a very close-knit, talented and supportive team from various backgrounds who believe that bringing different perspectives together helps us understand our customers' needs. United, by one thing, making money management straightforward and cost-effective for our customers.

About the role

We have an exciting new opportunity within our commercial BaaS solutions team to join a huge growth area of the business. We are looking for an outgoing Associate Account Manager to foster strong relationships with our clients and internal stakeholders. The Associate Account Manager’s responsibilities also include providing clients with knowledgeable advice, guiding their choices, promptly resolving escalations, and ensuring client satisfaction. You will be managing their customer lifecycle from early in their Implementation project, through the first 12 months of the customer relationship and far beyond.

To be successful as an Associate Account Manager you should be able to build positive, long-term relationships and support clients in the decision-making process by identifying solutions that most closely meet their needs. Due to this being a growth area of the business, being able to define better ways of working, spotting efficiency gains and introducing best practice principles is key to the role.

About you

You will bring extensive knowledge of International Payments and Card Issuing/processing, having been involved in and developed a wide experience of best practices, systems, and tools. As the BaaS business matures you are someone who can spot new opportunities, efficiency gains and work to implement new processes across different functions of the business. You will have and can take responsibility for setting strategic direction of your client accounts and most importantly executing on that path by gaining buy-in from internal stakeholders and clients alike.

Responsibilities

• Manage a portfolio of accounts to identify and grow all business opportunities through cross- selling our products to achieve revenue targets on a monthly and annual basis.

• Execute strategic business plans to drive performance, monitor activity and performance through account development plans that you will own; achieving long term client commitment to Equals

• Money by understanding their business

• Create a personal plan on a page for your portfolio to include key projects, clients to prioritise and sales activity to exceed sales targets

• Lead Monthly Key Account Reviews which focus on both current and future business opportunities and aligning with the client on these

• Forecast accurately to individual account level on the Equals CRM system.

• Report and review success as part of monthly reporting to management - be able to define rootcauses for account performance and how you have affected the success.

• Establish strong relationships at all levels within your client’s business and with internal stakeholders at all levels to ensure opportunities are leveraged and targets achieved

• Work closely with the Senior Relationship Manager (and Equals Group Relationship Director) from a strategic and practical level to deliver success

• Commercial Monitoring of pricing data / FX rates through effective use of management information systems/dashboards to optimise portfolio performance, proactively flag and manage any pricing anomalies and protect revenue.

• Use public source data (Report and Accounts, Companies House etc) to understand the client, their industry trends - enabling more meaningful engagement and cross sell activity during meetings

• Developing and maintaining a strong understanding of competitors and market trends. Use this knowledge to identify business opportunities and incorporate into your business plan / personal plan on a page

Key skills & experience

• Great at analysing data and making sense of reports, turning complex information into clear, actionable insights.

• Passionate about cards and payments, both domestic and international, including the intricacies of card processing and issuing.

• Familiar with IBANs, BICs, and international payment systems, ensuring smooth and efficient global transactions.

• Understands payment architecture and routing principles to optimise transaction efficiency and maintain security.

• Can create pricing models that are fair and beneficial for both parties, while also protecting long- term revenue.

• Self-motivated and proactive, able to initiate activities and lead teams to achieve success both internally and externally.

• Excellent communicator, confident and engaging in social settings, able to clearly articulate strategies and plans.

• Skilled in planning and running meetings, including setting structured agendas and tracking activities using tools like Hubspot. Slack and Notion

• Experienced in sales proposals and presentations, capable of delivering compelling and persuasive pitches to clients.

• Good at managing relationships with both internal and external stakeholders, fostering strong and collaborative partnerships.

• Pragmatic at being able to combine control, process and governance, with agility, ingenuity and a fast-paced environment

• A role model for our values:

1. Make it happen

2. Succeed together

3. Be the customer

4. Go beyond

Our investment in you

We welcome people into Equals and desire to grow and develop our talented teams. We believe in teamwork and celebrating our successes. We strive to embrace our values. We want to put you in the driving seat of your career and achieve your full potential through growth opportunities and developmental support. When you join Equals, we aim to help you to get more out of your career. We will also offer you the following benefits;

Benefits

• A competitive salary benchmarked against a peer group.

• 25 days holiday per year + your birthday off

• Opportunities for progression, development and learning new skills - £250 towards the cost of learning & development.

• Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere

• Interbank currency rates on travel money and international transfers.

• Bupa Private Healthcare

• Free Eye Test and £50 up to the cost of glasses

• EAP Service - Mental Health Services

• Life Assurance Policy - x3 annual salary

• Contributory pension scheme

• Cycle to Work Scheme

• Season Ticket Loans

• Enhanced Parental Policies

• Complimentary tea, coffee, soft drinks and fruit

Where possible we offer the opportunity to work flexibly and the opportunity to balance some remote working with time in the office collaborating, taking part in events and developing the social connections that make working with us rewarding.

Equals strives to create a workplace where we can all be ourselves. We believe in inclusion, equality and the power of diversity, so you'll be encouraged to bring your unique perspectives and experiences, and help us understand what you need to do your best work.

This is a remote position.

Our client, an International Bank, is looking for a Trade Finance Relationship Manager to join their team in London. This is a hybrid position.

The main purpose of the role is to Manage existing and develop new business relationships with a focus on Trade client base across LC beneficiaries.

Responsibilities include but are not limited to:
•    Manage Trade Finance, Business banking portfolio, to be their point person for communications with the Bank
•    Producing Annual Account plans
•    Ensure KYC information is up to date.
•    Facilitate engagement with all operational departments.
•    To support the Senior Manager Business banking to grow the trade finance business in the bank’s Business banking portfolio, both in volume and value per the targets set by your line manager. 
•    To support the Head, Retail and Business banking to grow trade business both in volume and value by targeting clients for various product solutions, industry value propositions, campaigns and other initiatives.
•    Build, maintain, monitor, and report on transaction pipeline and produce Management Information pertaining to portfolio as and when required.
•    Provide first line support to the Det management or Credit Risk Department in their analysis of proposed credit facilities for customers. 
•    Monitor market/ competitor activity, benchmarks, and market trends 
•    Act as the first line of defence with regards to managing Financial Crime risk within customer base by ensuring that Customer Due Diligence and Compliance related matters are handled in line with the policy of the Bank.
•    Develop strategies to grow liability products and grow cheap deposits within the business banking portfolio 

Key Skills and experience
•    3 to 5 years Customer facing Experience
•    Experience in International Trade Finance essential 
•    Fair knowledge of Uniform Customs and Practice for Documentary Credits, including experience of dealing with Letters of Assignment, Transferable Credits, Back to back LC’S etc will be an advantage
•    Confident in dealing directly with beneficiaries and customers on technical documentary credit matters and possess good telephone manners.
•    Good educational background with certification in Trade Finance will be an advantage
•    Educated to degree level or having extensive appropriate experience
•    A master’s degree would be an added advantage.
•    Proven track record of building networks and the gravitas and confidence to interact with top end executives of various institutions
•    Strong problem-solving skills and excellent customer relationship management orientation
•    Good credit and trade related risk analytical skills 
•    A background in Trade Finance /Treasury will be an advantage
•    Good appreciation of Credit and Structured Trade Finance
•    Good appreciation of AML, Financial Crime and related risks as pertaining to Business banking and Trade Finance
•    Evidence of a strong practical knowledge of the Bank’s policies and procedures especially those relating to Credit and Trade Finance
•    Proficient use of MS Office Applications - Word, Outlook, Excel, Power point or similar applications