Relationship Manager - Private Banking - CER Financial
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Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- Competitive salary
Job Description:
Relationship Manager – Private Banking
West End
Permanent
£70,000 – 5 days in the office
cer Financial are partnering with a prestigious international bank based in the City of London in the search for a Private Banking Relationship Manager to join their growing team on a permanent basis.
The responsibilities of thew candidate will include:
*Manage and grow a portfolio of high-net-worth clients through personalised financial solutions and exceptional service.
*Build and maintain long-term client relationships as the primary point of contact.
*Understand clients’ financial goals and collaborate with internal specialists to deliver tailored solutions.
*Drive portfolio growth through cross-selling, up-selling, and acquiring new clients.
*Meet revenue, asset growth, and performance KPI targets.
*Travel to Jordan and the MENA region every other month for client meetings and business development.
*Ensure compliance with regulatory, AML, sanctions, PEP, CDD, and KYC requirements.
*Monitor and escalate high-risk or unusual client activity to senior management where necessary.
*Coordinate with Treasury, Settlements, Operations, and other internal teams to provide seamless client service.
*Maintain accurate and up-to-date customer files and documentation.
*Communicate account or service changes to clients proactively.
*Support daily client banking needs, including transfers, deposits, cheque books, and enquiries.
*Contribute to business strategy, budgeting, and Private Banking initiatives.
*Identify and escalate operational or compliance risks promptly.
*Adhere to all bank policies, compliance requirements, operational resilience standards, and mandatory training.
The successful candidate will have:
*Minimum 5 years’ experience in customer service within retail banking or financial services.
*Strong track record in client relationship management and delivering high levels of customer satisfaction.
*Good understanding of AML regulations, including JMLSG guidance, FCA rules, EU Money Laundering Directive, and Money Laundering Regulations.
*Degree-level education in finance or a related field, or equivalent industry experience.
*CEMAP qualification desirable.
West End
Permanent
£70,000 – 5 days in the office
cer Financial are partnering with a prestigious international bank based in the City of London in the search for a Private Banking Relationship Manager to join their growing team on a permanent basis.
The responsibilities of thew candidate will include:
*Manage and grow a portfolio of high-net-worth clients through personalised financial solutions and exceptional service.
*Build and maintain long-term client relationships as the primary point of contact.
*Understand clients’ financial goals and collaborate with internal specialists to deliver tailored solutions.
*Drive portfolio growth through cross-selling, up-selling, and acquiring new clients.
*Meet revenue, asset growth, and performance KPI targets.
*Travel to Jordan and the MENA region every other month for client meetings and business development.
*Ensure compliance with regulatory, AML, sanctions, PEP, CDD, and KYC requirements.
*Monitor and escalate high-risk or unusual client activity to senior management where necessary.
*Coordinate with Treasury, Settlements, Operations, and other internal teams to provide seamless client service.
*Maintain accurate and up-to-date customer files and documentation.
*Communicate account or service changes to clients proactively.
*Support daily client banking needs, including transfers, deposits, cheque books, and enquiries.
*Contribute to business strategy, budgeting, and Private Banking initiatives.
*Identify and escalate operational or compliance risks promptly.
*Adhere to all bank policies, compliance requirements, operational resilience standards, and mandatory training.
The successful candidate will have:
*Minimum 5 years’ experience in customer service within retail banking or financial services.
*Strong track record in client relationship management and delivering high levels of customer satisfaction.
*Good understanding of AML regulations, including JMLSG guidance, FCA rules, EU Money Laundering Directive, and Money Laundering Regulations.
*Degree-level education in finance or a related field, or equivalent industry experience.
*CEMAP qualification desirable.
Job number 3725781
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