Financial Planning and Analysis

• Manage and grow a portfolio focused primarily on Real Estate Finance customers
• Originate high-quality new business and build trusted relationships across Guernsey’s REF market
• Develop a strong local network of customers, property professionals and introducers
• Prepare well-researched and comprehensive briefs and pitch books for customer and prospect meetings
• Use contact and strategy planning tools to identify and meet customer needs
• Deliver high-quality customer interactions and experiences
• Act as a visible, positive presence in other parts of the business and the external market
• Support senior management in assessing and analysing customers’ financial information
• Maintain the credit quality of the portfolio to a high standard with senior colleagues
• Enhance customer satisfaction and advocacy by providing products and services that best serve customer needs
• Identify credit issues affecting clients

Financial Planning and Analysis jobs in Guernsey

Corporate Relationship Director – Real Estate Finance