Private Banking Relationship Manager - HNW Clients

Venn Group; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services company is looking for a Relationship Manager in Greater London to manage high-net-worth clients in Private Banking. The role requires excellent interpersonal skills, a strong banking knowledge, and a proactive approach to client engagement. Responsibilities include portfolio management, revenue growth, and ensuring compliance with regulations. The ideal candidate will have previous experience in Wealth Management, a strong sales background, and the ability to work in a fast-paced environment.

Qualifications

• Proven track record of managing high-net-worth client relationships.
• Familiarity with regulatory compliance and KYC/AML requirements.
• Ability to work in a fast-paced, client-driven environment.

Responsibilities

• Act as the primary point of contact for assigned clients.
• Drive revenue growth by increasing assets under management.
• Ensure all client due diligence complies with regulations.
• Conduct regular portfolio reviews and detailed reporting.
• Maintain close contact with clients and identify cross-selling opportunities.
• Support clients with property searches in Central London.

Skills

Private Banking experience

Wealth Management experience

Sales and business development

Excellent communication skills

Interpersonal skills

Understanding of banking products

Job description

A financial services company is looking for a Relationship Manager in Greater London to manage high-net-worth clients in Private Banking. The role requires excellent interpersonal skills, a strong banking knowledge, and a proactive approach to client engagement. Responsibilities include portfolio management, revenue growth, and ensuring compliance with regulations. The ideal candidate will have previous experience in Wealth Management, a strong sales background, and the ability to work in a fast-paced environment.