Senior Relationship Manager – UK Wealth & Private Banking

Antal International Network; United Kingdom; On-site; Confidential; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a Senior Relationship Manager to develop and manage a portfolio of high-net-worth clients. The role involves providing tailored banking and wealth management solutions while ensuring compliance with regulatory standards. The ideal candidate will have over 5 years of experience in similar roles and possess strong relationship management skills. This position offers an opportunity to work in a dynamic environment focused on exceptional client service.

Qualifications

• Minimum of 5 years’ experience in banking, private banking, or wealth management.
• Strong relationship management skills for high-net-worth clients.
• Excellent communication and presentation skills.
• Deep understanding of UK regulatory requirements.

Responsibilities

• Responsible for managing a portfolio of high-net-worth clients.
• Originate new business through referrals and partnerships.
• Achieve targets for client acquisition and revenue generation.
• Ensure compliance with UK regulatory standards.

Skills

Relationship management

Client acquisition

Portfolio management

Financial solutions delivery

Risk management

Communication

Organisational discipline

Education

Bachelor’s degree in Finance, Business, Economics, or a related discipline

Relevant professional qualifications (e.g., CISI, CFA)

Job description

A leading financial services firm in the United Kingdom is seeking a Senior Relationship Manager to develop and manage a portfolio of high-net-worth clients. The role involves providing tailored banking and wealth management solutions while ensuring compliance with regulatory standards. The ideal candidate will have over 5 years of experience in similar roles and possess strong relationship management skills. This position offers an opportunity to work in a dynamic environment focused on exceptional client service.