We are seeking motivated and client-focused Client Relationship Managers to join the financial planning team at Titan Wealth in Jersey. This roles plays a key part in supporting our wealth consultants in delivering high-quality financial advice and outstanding service to our clients.
You will help build and maintain client relationships by preparing client documentation, supporting the financial planning processes, and ensuring regulatory and administrative requirements are met.
You will act as a key point of contact for clients, helping to build strong relationships through effective communication and proactive support. The role also includes managing client onboarding, maintaining accurate records, coordinating with product providers, and ensuring all activities are carried out in line with regulatory standards.
This position would suit someone who is highly organised, detail-oriented and passionate about delivering exceptional client service. You will enjoy working in a collaborative environment, supporting advisers, and helping ensure a smooth and professional experience for our clients. Experience in a client-facing role within a financial services or wealth management firm would be preferred but is not essential.
For a full job description, please click here.
To apply, please send a covering letter with your CV to the team. Alternatively, please contact the team at careers@titanwci.com or call 01481 888045 to find out more.
