Relationship Manager - Private Banking

FINCROFT

Greater London

On-site

GBP 70,000 - 80,000

Full time

6 days ago
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Job summary

FINCROFT, an international bank, is seeking an experienced Relationship Manager to join its Private Banking team in London. You will manage and grow a portfolio of high-net-worth clients, delivering personalised solutions and building long-term relationships.

The role requires 5+ years in banking, strong commercial acumen, knowledge of KYC/AML, and the ability to work onsite five days a week. Travel internationally roughly quarterly to meet clients and develop new business.

Qualifications

  • 5+ years' experience within banking or financial services.
  • Proven experience managing and developing client relationships, ideally with HNW or affluent clients.
  • Good knowledge of banking products and operations.
  • Solid understanding of KYC, AML and regulatory requirements.
  • The ability to work onsite in London 5 days per week.
  • Willingness to undertake international travel approximately every other quarter.
  • CEMAP or a relevant financial qualification is desirable.

Responsibilities

  • Managing and developing a portfolio of HNW/UHNW clients.
  • Building trusted, long-term client relationships and delivering a high level of personalised service.
  • Identifying opportunities to grow existing relationships and generate new business.
  • Providing clients with tailored banking solutions across a range of products and services.
  • Working closely with internal teams to ensure a seamless client experience.
  • Ensuring all client activity meets KYC, AML and regulatory requirements.
  • Meeting agreed commercial and customer service KPIs.
  • Travelling internationally approximately every quarter for client meetings and business development.

Skills

Relationship management
Business development
Communication
Client servicing

Education

CEMAP or equivalent financial qualification

Job description

Relationship Manager - Private Banking

£70,000 - £80,000 + benefits London Onsite

We are recruiting on behalf of an established International Bank for an experienced Relationship Manager to join their Private Banking team.

This is an excellent opportunity for a commercially driven relationship professional to manage and grow a portfolio of high-net-worth clients, develop long-term relationships and identify opportunities to grow the bank's client base and revenue.

The Role

You will be responsible for:

  • Managing and developing a portfolio of HNW/UHNW clients.
  • Building trusted, long-term client relationships and delivering a high level of personalised service.
  • Identifying opportunities to grow existing relationships and generate new business.
  • Providing clients with tailored banking solutions across a range of products and services.
  • Working closely with internal teams to ensure a seamless client experience.
  • Ensuring all client activity meets KYC, AML and regulatory requirements.
  • Meeting agreed commercial and customer service KPIs.
  • Travelling internationally approximately every quarter for client meetings and business development.
About You

We're looking for an experienced Relationship Manager / Private Banker / Banking Relationship Manager with:

  • 5+ years' experience within banking or financial services.
  • Proven experience managing and developing client relationships, ideally with HNW or affluent clients.
  • Strong commercial and business development skills.
  • Good knowledge of banking products and operations.
  • A solid understanding of KYC, AML and regulatory requirements.
  • Excellent communication and relationship-building skills.
  • The ability to work onsite in London 5 days per week.
  • Willingness to undertake international travel approximately every other quarter.

CEMAP or a relevant financial qualification is desirable.

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