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 West-End 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.