Relationship Manager
Job Ref: LF
41498
Take on a varied Relationship Manager role combining the management of an established private client portfolio with new business development. You'll work closely with Account Managers and colleagues across the Bank to deliver personalised banking solutions while identifying opportunities to grow client relationships. The position offers plenty of scope to contribute to a growing business.
Location
Duties for this role include, but are not limited to:
- Manage and develop an established portfolio of local and international high-net-worth private clients.
- Build and maintain strong, long-term relationships through personalised banking services.
- Identify and pursue new business opportunities to support client acquisition and portfolio growth.
- Follow up inbound enquiries and leads relating to banking products and services.
- Maintain a comprehensive understanding of the Bank's products and services.
- Identify opportunities to introduce suitable banking solutions to existing and prospective clients.
- Contribute to financial targets, revenue generation and portfolio profitability.
- Work collaboratively with Account Managers and colleagues across the Bank to deliver a high standard of client service.
- Maintain an understanding of client requirements, financial circumstances and relevant banking needs.
- Assess client risk and ensure periodic reviews are completed accurately and within required deadlines.
- Identify and resolve outstanding KYC/AML documentation and compliance requirements.
- Ensure client relationships are managed in accordance with the Bank's risk appetite, policies and regulatory obligations.
- Maintain awareness of relevant banking regulations and industry developments.
- Identify opportunities to improve client service, internal processes and business development activities.
Skills / Qualifications
The ideal candidate will have at least 5 years' experience in a front-office banking or client relationship management role, ideally working with high-net-worth private clients. You'll have excellent interpersonal and communication skills, with a proven ability to build lasting client relationships and achieve commercial targets. A Level 4 RDR-compliant investment qualification would be preferred, although candidates willing to undertake the qualification will also be considered. Strong knowledge of banking products, regulatory requirements and KYC/AML obligations is important, alongside excellent commercial awareness and a proactive approach to business development. You'll be collaborative, adaptable and confident managing an established portfolio while identifying opportunities to attract new clients.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.