Private Banking Client Onboarding & Relations Lead

Meraki Talent; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

Meraki Talent is recruiting an Assistant Relationship Manager for a MENA private banking team in the UK. The role supports Relationship Managers to deliver top-tier service to clients across the region.

You will coordinate onboarding, periodic reviews, and day‑to‑day banking administration while liaising with internal stakeholders to ensure accurate processing and compliance with KYC, AML, FATCA and CRS requirements.

Qualifications

• 5–7 years of client-facing or client support experience in private banking or financial services.
• Understanding of private banking processes, products and relationship management.
• Knowledge of regulatory requirements including KYC, AML, FATCA and CRS.
• Experience with onboarding, reviews and banking administration; knowledge of lending processes.
• Strong written and verbal communication; ability to manage multiple stakeholders.

Responsibilities

• Manage end-to-end client onboarding and periodic reviews with internal teams.
• Handle day-to-day banking tasks: transfers, payments, FX, deposits, securities trades.
• Be the main client contact, respond to queries and escalate as needed.
• Coordinate with Operations, Compliance and offshore teams for onboarding and reviews.
• Assist with client documentation and regulatory compliance.
• Support credit applications and loan drawdown processes.
• Assist Relationship Managers with research and client prep.
• Promote banking and investment products within regulatory limits.
• Ensure activities comply with KYC/AML/CRS and internal policies.

Skills

Client relationship management

Private banking processes

KYC AML CRS knowledge

Credit applications & lending

Communication skills

Organisational skills

Team collaboration

Discretion & confidentiality

Problem solving

Job description

Meraki Talent is recruiting an Assistant Relationship Manager for a MENA private banking team in the UK. The role supports Relationship Managers to deliver top-tier service to clients across the region.

You will coordinate onboarding, periodic reviews, and day‑to‑day banking administration while liaising with internal stakeholders to ensure accurate processing and compliance with KYC, AML, FATCA and CRS requirements.