Private Relationship Manager

PERMANENT
| 70,000.00
PER ANNUM
RECRUITER: | Simon Blau

Private Relationship Manager

London

Permanent

5 days in the office

70k

cer Financial are working alongside an international bank, who are based in London. They are seeking a Private Relationship Manager to work with them on a permanent basis.

The responsibilities will include:

• Manage and develop a portfolio of High-Net-Worth Individuals (HNWIs), providing tailored financial solutions and exceptional service.
• Build and maintain long-term client relationships, understanding client needs and identifying opportunities for growth.
• Drive new business, portfolio growth, cross-selling and up-selling to achieve revenue and asset targets.
• Travel to MENA region 3 – 4 times a year for client meetings and business development.
• Ensure compliance with AML, KYC, CDD and regulatory requirements, including sanctions, PEP and high-risk activity monitoring.
• Maintain accurate client records and KYC documentation, conducting periodic reviews and escalating concerns as required.
• Collaborate with Treasury, Settlements, Operations and internal specialists to deliver seamless client service.
• Ensure the timely and accurate execution of client requests and transactions.
• Meet agreed KPIs and customer service standards, while contributing to Private Banking strategy and business development.
• Identify and escalate operational, financial and compliance risks and support the Bank’s wider compliance and operational resilience requirements.

The successful candidate:

• Minimum 5 years’ customer service experience within retail financial services or banking, with strong relationship management skills.
• Good working knowledge of AML, KYC and regulatory requirements, including FCA and JMLSG guidance.
• Arabic desirable
• Strong knowledge of retail banking products and related compliance requirements.
• Degree-level education in a relevant financial discipline or equivalent industry experience.
• CeMAP qualification desirable.