Manx Technology GroupSmart Island
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Senior Relationship Manager, Business and Commerci

Full TimePermanentNot specifiedFinance
Posted 15 March 2026Closes 20 March 2026

Job Description

Apply via : https://smrtr.io/xm_sp - Job Description: To manage an allocated portfolio of corporate clients within the Standard Bank Offshore, Business and Commercial Banking (BCB) segment and to seek new business opportunities through cross sales and other distribution initiatives, ensuring that clients receive a high standard of service while achieving the defined revenue targets and providing required guidance to the team. Minimum Qualification: Diploma in Banking / Diploma in Finance and Accounting. Experience Required: 5 - 7 years experience in Business and Commercial Banking / Corporate Banking. The role requires experience in financial services. Understanding of offshore financial Environment, experience in offshore product sales is desirable and experience in dealing with corporate clients in financial services. Key Outputs : Act as a senior point of escalation for sales matters and urgent resolution of incidents, to ensure smooth day to day operations. Contribute towards the formulation of the BCB business and distribution strategy, in line with overall BCB objectives and the offshore strategy. Engagement Foster a collaborative and client-focused relationship with all internal stakeholders to deliver solutions that are effective, pragmatic, and risk appropriate. Enhance profitability by identifying and sourcing new business opportunities, leveraging new and existing relationships for proactive cross selling of bank’s products and services, while ensuring that all new business meets the Bank's appetite at the time of on-boarding. Ensure an exceptional level of service is provided to clients by owning customer issues, keeping customers informed, and ensuring all their requirements are met timeously and transactions processed efficiently, while adhering to the Standard Bank customer service and customer experience standards. Behavioural Competencies: Conveying Self-Confidence. Embracing Change. Examining Information. Inviting Feedback. Managing Tasks. Providing Insights. Technical Competencies: Banking Process & Procedures. Client Servicing. Customer Acceptance & Review (Business Banking). Customer Understanding (Business Banking). Product Knowledge (Business Banking). Risk Identification.

Automation Risk

Automation probabilityi38%
AI exposure (AIOE)i62%

This role combines relationship management, strategic input, and compliance oversight with some routine administrative and transaction processing tasks. While AI and automation can augment client portfolio management, compliance monitoring, and opportunity identification, core functions such as high-level client engagement, strategic decision-making, and incident escalation require human expertise and judgment. Thus, the automation risk is moderate, and the AI exposure is relatively high for augmenting—but not replacing—key tasks.

Task analysis

  • Manage and grow a portfolio of corporate clients, ensuring high service standards and achievement of revenue targets.
  • Act as a senior escalation point for urgent sales matters and incident resolution.
  • Identify and source new business opportunities through cross-selling and leveraging relationships.
  • Contribute to the formulation of business and distribution strategy for the BCB segment.
  • Foster collaborative, client-focused relationships with internal stakeholders to deliver effective solutions.
  • Ensure all client requirements are met promptly and transactions are processed efficiently.
  • Monitor client satisfaction and proactively address service issues.
  • Maintain compliance with regulatory standards in all client interactions and onboarding.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 3536Financial and investment advisers
O*NET: 13-2052.00 Personal Financial Advisors
AI analysis: 16 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k
UK sector median
£58,597
UK sector mean
£86,468
£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage CRM analytics for client insights and opportunity spotting
  • Use AI tools for compliance checks and transaction monitoring
  • Automate routine portfolio reporting with digital dashboards

📈 Disruption outlook

12%1 yr
28%5 yrs
52%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentSalesforce Einstein

Automates opportunity identification and client segmentation

💻 TechnologyPower Automate

Streamlines transaction processing and compliance workflows

🌍 OutsourcingKYC Service Providers

Handle routine onboarding and compliance checks externally

Recommendation

Augment role

AI augments compliance and analytics; human expertise remains vital for relationships

Microsoft Copilot & M365

Power Automate

Automate client onboarding and transaction workflows

Copilot for Excel

Analyse client data and portfolio performance

Copilot for Teams

Streamline stakeholder communication and updates

Key Skills

Client Relationship ManagementExpertStakeholder ManagementAdvancedSales and MarketingAdvancedRisk ManagementAdvancedFinancial ReportingIntermediateCritical ThinkingAdvancedTeamworkAdvancedProject ManagementIntermediateAdministration and ManagementAdvancedEnglish LanguageAdvancedOffshore Banking ProductsAdvanced

Knowledge Areas

Banking Products and ServicesFinancial Services IndustryRegulatory ComplianceClient Service and Relationship ManagementBusiness ManagementFinancial Analysis and ReportingSales and Commercial Support

O*NET Competency Skills

Active ListeningReading ComprehensionSpeakingWritingCritical ThinkingComplex Problem SolvingJudgment and Decision MakingMathematicsService OrientationSocial PerceptivenessPersuasionSystems AnalysisSystems EvaluationActive LearningMonitoring

Alternative Career Paths

Corporate Banking Manager92% match

Leads larger teams and manages broader portfolios within corporate banking, focusing on strategic client relationships.

Business Development Director85% match

Drives new business acquisition and strategic partnerships within financial services or related sectors.

Head of Client Services80% match

Oversees client service teams and ensures delivery of high-quality service across all client touchpoints.

Relationship Director, Commercial Banking88% match

Manages key commercial banking relationships at a senior level, often with larger or more complex clients.

Also Consider

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Salesforce softwareMicrosoft PowerPointMicrosoft AccessMicrosoft SQL ServerStructured query language SQL

Work Activities

General work activities from O*NET

  • Getting Information
  • Analyzing Data or Information
  • Working with Computers
  • Establishing and Maintaining Interpersonal Relationships
  • Making Decisions and Solving Problems
  • Processing Information
  • Updating and Using Relevant Knowledge
  • Interpreting the Meaning of Information for Others
  • Communicating with People Outside the Organization
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Evaluating Information to Determine Compliance with Standards
  • Providing Consultation and Advice to Others
  • Developing Objectives and Strategies
  • Communicating with Supervisors, Peers, or Subordinates

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

35%

of conversations

Classic Auto. Risk

58%

Frey & Osborne

Job Zone

4/5

Considerable prep

O*NET Median Salary

£70k

US ref. $89k · fx 0.79

Occupational family: Business and Financial Operations

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