Relationship Manager

Relationship Manager

Bedford Full-Time 48000 - 64000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Relationship Managers with CDD reviews, account tasks, and customer interactions.
  • Company: Join a forward-thinking financial services provider reshaping the industry.
  • Benefits: Earn up to £80,000 with excellent benefits and a vibrant Central London workspace.
  • Why this job: Be part of a collaborative team where your contributions matter and career growth is prioritised.
  • Qualifications: Fluent Arabic and knowledge of AML regulations required; banking experience preferred.
  • Other info: Manage a small portfolio of customers while achieving financial and non-financial objectives.

The predicted salary is between 48000 - 64000 £ per year.

Are you ready to take your career to the next level with an innovative and forward-thinking financial services provider? We are partnering with a dynamic organisation that is reshaping the industry and committed to delivering exceptional client experiences. This is an exciting opportunity to work as a Relationship Manager in a fast-paced, collaborative environment where your contributions will be valued, and your career growth is a top priority. The role will pay up to £80,000, excellent benefits and is based in Central London.

This is an exciting opportunity for a Relationship Manager to help provide day-to-day support for Relationship Managers, completing CDD reviews, account opening and payment tasks.

What is expected of the Relationship Manager?

  • Comply with Regulatory & AML policies - this involves sanctions screening, PEP activity, large value transactions and high-risk country monitoring.
  • Further investigations to ensure activity of customer falls in line with CDD/KYC protocols.
  • Interdepartmental coordination to deliver high quality services, namely between Treasury, Settlement and OPS.
  • Process all mortgage applications in a compliant manner, without errors and right first time.
  • Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.
  • Ensure compliance with laws and regulations relevant to responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.
  • Ensure, where possible, customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.
  • Ensure customers’ requests are completed - whether they are transfers, cash orders, cheque books, depositing cash and enquiries.
  • Meet all customer and performance KPI’s.
  • Point of contact for customers.
  • Escalate risk matters to appropriate senior managers.
  • As part of your self-development manage a small portfolio of customers, getting to know them ensuring that where appropriate they have online banking access, debit cards and are aware of the products and services we offer.
  • Achieve financial and non-financial objectives set.

What we look for in a Relationship Manager?

  • Fluent Arabic.
  • Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations).
  • Certified Role.
  • Working knowledge of day-to-day banking activities.
  • Good knowledge in using the bank’s core operating systems.
  • Communication skills with colleagues and customers.
  • Ability to work under pressure and meet deadlines.

What the Relationship Manager will receive?

  • Up to £80,000 and Employee benefits package.
  • A great work environment in a wonderful Central London location.
  • The opportunity to learn, progress and enhance your skills.

Relationship Manager employer: InterQuest Group

Join a pioneering financial services provider in Central London, where innovation meets exceptional client service. As a Relationship Manager, you'll thrive in a collaborative work culture that prioritises your professional growth, offering competitive salaries up to £80,000 and a comprehensive benefits package. With ample opportunities for skill enhancement and career progression, this is the perfect environment for those seeking meaningful and rewarding employment.
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Contact Detail:

InterQuest Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Relationship Manager

✨Tip Number 1

Network with professionals in the financial services industry, especially those who have experience as Relationship Managers. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends and expectations in the role.

✨Tip Number 2

Familiarise yourself with the specific AML regulations mentioned in the job description, such as JMLSG and FCA rules. Consider enrolling in workshops or online courses that focus on these regulations to demonstrate your commitment to compliance and enhance your knowledge.

✨Tip Number 3

Practice your communication skills, particularly in Arabic, as fluency is a key requirement for this role. Engage in conversations with native speakers or participate in language exchange programmes to boost your confidence and proficiency.

✨Tip Number 4

Research the company’s values and culture to tailor your approach during interviews. Understanding their commitment to exceptional client experiences will help you align your answers with their expectations and show that you are a great fit for their team.

We think you need these skills to ace Relationship Manager

Fluent Arabic
Knowledge of AML regulations
Understanding of CDD/KYC protocols
Experience in day-to-day banking activities
Proficiency in using core banking operating systems
Strong communication skills
Ability to work under pressure
Attention to detail
Interdepartmental coordination
Customer service orientation
Problem-solving skills
Time management
Ability to meet performance KPIs
Self-development and portfolio management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in relationship management. Emphasise your knowledge of AML regulations and any certifications you hold.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client relationships and your understanding of the financial services industry. Mention specific examples of how you've successfully managed client accounts or navigated regulatory requirements.

Highlight Language Skills: Since fluency in Arabic is required, make sure to clearly state your language proficiency in your application. If applicable, provide examples of how you've used your language skills in a professional setting.

Showcase Your Problem-Solving Skills: In your application, include instances where you've effectively resolved customer issues or improved processes. This will demonstrate your ability to work under pressure and meet deadlines, which is crucial for this role.

How to prepare for a job interview at InterQuest Group

✨Showcase Your Regulatory Knowledge

Make sure to brush up on your knowledge of AML regulations and compliance policies. Be prepared to discuss how you have applied these in previous roles, as this will demonstrate your understanding of the regulatory landscape.

✨Demonstrate Strong Communication Skills

As a Relationship Manager, communication is key. Practice articulating your thoughts clearly and confidently. Think about examples where you've successfully communicated with clients or colleagues to resolve issues or improve service.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving abilities under pressure. Prepare scenarios where you had to manage customer requests or escalate risk matters, highlighting your decision-making process and outcomes.

✨Research the Company Culture

Familiarise yourself with the company's values and culture. During the interview, express how your personal values align with theirs, and be ready to discuss how you can contribute to their collaborative environment.

Relationship Manager
InterQuest Group
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  • Relationship Manager

    Bedford
    Full-Time
    48000 - 64000 £ / year (est.)

    Application deadline: 2027-03-30

  • I

    InterQuest Group

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