Relationship Manager

InterQuest Solutions; London; Hybrid; GBP 75,000; Full time

Job summary

A leading financial services provider is seeking a Relationship Manager to enhance client experiences in Central London. The role involves managing client relationships, ensuring compliance with regulations, and supporting daily banking activities. Candidates should possess relevant certifications and strong communication skills, with a competitive salary of up to £75,000 offered along with excellent benefits.

Benefits

Opportunities for learning and career progression

Supportive work environment

Qualifications

• Updated knowledge of AML regulations.
• Experience with day-to-day banking activities.
• Proficiency with core banking systems.

Responsibilities

• Ensure compliance with Regulatory & AML policies.
• Conduct investigations to align customer activities with CDD/KYC protocols.
• Serve as the primary point of contact for customers.

Skills

Communication

Regulatory Compliance

Customer Relationship Management

Time Management

Education

Relevant certifications for the role

Tools

Core banking systems

Job description

Job Opportunity: Relationship Manager

Are you ready to elevate your career with an innovative financial services provider? We are partnering with a dynamic organization reshaping the industry, committed to delivering exceptional client experiences. This role offers a salary of up to £75,000, excellent benefits, and is based in Central London.

Role Overview: The Relationship Manager will support daily client relationship activities, including completing CDD reviews, account opening, and payment processing in a fast-paced, collaborative environment.

Key Responsibilities:

• Ensure compliance with Regulatory & AML policies, including sanctions screening, PEP activity, large transactions, and high-risk country monitoring.
• Conduct investigations to ensure customer activities align with CDD/KYC protocols.
• Coordinate with departments such as Treasury, Settlement, and Operations to deliver high-quality services.
• Process mortgage applications accurately and efficiently.
• Maintain and review customer files, ensuring documentation and KYC information are up-to-date.
• Participate in training and obtain certifications to ensure legal and regulatory compliance.
• Inform customers of any account or service changes.
• Handle customer requests like transfers, cash orders, cheque books, and deposits.
• Achieve customer satisfaction and performance KPIs.
• Serve as the primary point of contact for customers and escalate risks when necessary.
• Manage a small customer portfolio, promoting online banking, debit cards, and product awareness.
• Meet set financial and non-financial objectives.

Candidate Requirements:

• Updated knowledge of AML regulations (JMLSG, FCA rules, EU directives, Money Laundering Regulations).
• Relevant certifications for the role.
• Experience with day-to-day banking activities.
• Proficiency with core banking systems.
• Strong communication skills.
• Ability to work under pressure and meet deadlines.

Benefits:

• Salary up to £75,000 plus employee benefits.
• Work in a supportive environment in Central London.
• Opportunities for learning and career progression.

InterQuest Group acts as an employment agency for this vacancy and is an equal opportunities employer. We welcome applications from all qualified candidates and can provide reasonable adjustments during the recruitment process.

For more information, please contact our HR Business Partner for the Challenger Bank division, based in London, with hybrid working options.