Private Banker

Posted 19 October 2023
Salary Negotiable
Job type Permanent
Discipline Finance, Accounting & Audit
Contact NameElliott Snowball

Job description

We are working with a leading Private Bank based in Jersey looking to hire a Client Relationship Officer.

The CRO will be responsible developing their client base and acting as a trusted advisor and primary contact within the Bank. Will be responsible for promotion and recommendation of banking and investment products.

Responsibilities include:

  • Supporting Head of Private Banking with growth and development of existing book of business
  • Developing your own book of business of time.
  • Cross-sell other EFGI products and services
  • Manage a team of Client Officers and Assistants
  • Proactively work with all key stakeholders to progress business in collaborative way
  • Opening of new accountant, ensuring CIP is complete
  • Assisting with AML and financial crime risk


  • Investment Qualified, minimum RFA qualifications at Level 4 or above
  • Good local and international network to assist with building of book of business
  • Good experience of management and people leadership

If you are interested to know more, please apply now.