Assistant Relationship Manager – Team Lead

The Team Leader Assistant Relationship Manager (TL ARM) role builds upon the existing responsibilities outlined in the job description by incorporating additional duties that reflect a higher level of expertise and leadership. They will have line management responsibilities over the Assistant Relationship Managers. Proactively seeks ways to improve the client experience and internal processes, aligning with the current responsibility of initiating projects to enhance existing processes and contributing ideas for improvements to the team and management.

They act as a coach and mentor to junior staff and new joiners, providing training on the roll‑out of new processes, which is an enhancement to the current role as mentoring and training are not explicitly mentioned.

The TL ARM also manages operational risk and supports less experienced colleagues, complementing the existing emphasis on adherence to regulatory requirements and standards under the GFSC, FCA and PRA. Additionally, they provide ad‑hoc support for the Guernsey Branch Manager, reflecting their ability to support leadership, which is not explicitly mentioned in the current job description. The TL ARM proactively assists with ad‑hoc project work, expanding the current responsibility of initiating projects to include broader contributions.

Finally, they provide functional expertise to particularly complex processes, building on the existing requirement to maintain in‑depth knowledge of the Bank’s products and service.

• Line management responsibilities over the Assistant Relationship Managers
• Take ownership of initiating projects to enhance existing processes and contribute ideas for improvements to the team and management, emphasising leadership in driving process enhancements
• Act as a mentor and coach to junior staff and new joiners, providing training on the roll out of new processes, which aligns with the role's seniority
• Provide functional expertise to particularly complex processes, building on the requirement to maintain in depth knowledge of the Bank’s products and services
• Take a leading role in managing operational risk and supporting less experienced colleagues, complementing the adherence to regulatory requirements and standards under the GFAC, FCA and PRA.
• Expand the role to include proactive assistance with broader project work, beyond the current scope of initiating projects
• Demonstrate advanced business development aptitude, identifying opportunities for business growth through existing client circumstances and supporting the Relationship Manager in revenue generation.
• Maintain excellent professional standards through training and development, staying updated with marketplace developments, and ensuring compliance with the Guernsey Financial Services Commission (GFSC) and Financial Conduct Authority’s (FCA) Individual Conduct Rules
• Exhibit high level competencies such as strategic awareness, planning, organizing, and relationship building, which are rated at the highest level in the document
• Build and maintain strong relationships with clients whilst handling day to day correspondence with them and their representatives
• Multi task and use effective time management skills to prioritise short terms tasks while simultaneously managing longer term projects. With the ability to work in a highly pressurised environment, whilst meeting both client and internal deadlines
• Handling data requests from clients and stakeholders within the firm
• Full ownership of cash management solutions
• Executing and ensuring settlement of client orders (FX, Cash, Equities, Fixed Income etc.)
• Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation
• Assisting…