Job description

  • Location:
  • Department:
  • Division:
  • Employment Type:
    Full time
  • Salary:

Relationship Manager, Trust & Corporates, Swiss Desk (5835)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Relationship Manager, Trust & Corporates, Swiss Desk

Location: Guernsey (Must have right to work status for Guernsey)

Key relationships

Internal (within Organisation)

  • All departments of IBCI
  • Investec Group

External (Outside organisation)

  • Swiss based Trust & Fiduciaries
  • Family Offices
  • Lending brokers and other introducers

Team Description

Investec Bank Channel Islands provide lending, banking and investment solutions to Private Clients, Family Offices and Trust and Corporate Clients.

Based in Guernsey and also Authorised in Switzerland, the Swiss Trust & Corporate Desk provide an all-in-one banking and investment solution to Swiss based Trust Companies and their clients. 

Description of role and key responsibilities

Client Engagement

  • Delivering outstanding service to our clients by putting them at the centre of everything that we do
  • Be the key contact person for new accounts and business opportunities
  • Develop relationships at all levels within the client companies
  • Undertake travel to Switzerland, several times per year to meet with clients and introducers
  • Manage and develop existing relationships with the aim of building and maintaining the portfolio, whilst continually identifying further business opportunities aligned to the client's needs
  • Work closely with clients to identify opportunities for lending, deposits and investments
  • Developing new client proposals and present them to Trust Companies and where required, the underlying clients

Risk Management

  • Ensure both local and relevant Swiss regulations are followed at all times
  • Undertaking all necessary compliance monitoring activities for the portfolio of clients by following IBCI's compliance monitoring plans
  • Understand and evaluate the risk to the bank of new client accounts, where necessary preparing and presenting these cases to the Bank's Business Approval Forum
  • As such, the job holder must have a good understanding of the legal and regulatory environment relevant to the job, and to take into account and follow all applicable internal compliance considerations, including all appropriate processes, policies and procedures.


  • Identify referral opportunities and partner with Investec Group specialisations in delivering solutions to our clients
  • Work closely with the client on-boarding and compliance teams to ensure all account opening and account/client risk assessment/monitoring to ensure all AML procedures are followed and satisfied

Core skills and knowledge

  • To act with integrity at all times and embrace the philosophy of treating our customers fairly
  • Client relationship management skills
  • Regulatory Knowledge as applicable to role
  • Proven sales, networking and business development skills and expertise
  • Specialist financial, market, competitor and banking knowledge
  • Understanding of all relevant internal processes, procedures, compliance and regulatory requirements e.g. AML, Conduct Risk etc
  • Evaluation skills to understand client needs and find bespoke solutions
  • An overview of lending and investments
  • Drive and confidence to find and assist new Introducers
  • An industry qualification or commitment to work towards

Close map
Glategny Court, Glategny Esplanade, Guernsey, Channel Islands, GY1 1WR

Meet the recruiter

Philippa Nicolle

+44 1481 706461


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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