At a Glance
- Tasks: Manage high-net-worth client portfolios and deliver personalised financial solutions.
- Company: Prestigious international bank located in the vibrant West End.
- Benefits: Competitive salary, career growth, and opportunities for international travel.
- Other info: Exciting role with compliance responsibilities and strategic contributions.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: 5+ years in customer service with strong relationship management skills.
The predicted salary is between 70000 - 70000 € per year.
cer Financial are partnering with a prestigious international bank based in the West-End in the search for a Private Banking Relationship Manager to join their growing team on a permanent basis.
The responsibilities of the candidate will include:
- Manage and grow a portfolio of high-net-worth clients through personalised financial solutions and exceptional service.
- Build and maintain long-term client relationships as the primary point of contact.
- Understand clients’ financial goals and collaborate with internal specialists to deliver tailored solutions.
- Drive portfolio growth through cross-selling, up-selling, and acquiring new clients.
- Meet revenue, asset growth, and performance KPI targets.
- Travel to Jordan and the MENA region every other month for client meetings and business development.
- Ensure compliance with regulatory, AML, sanctions, PEP, CDD, and KYC requirements.
- Monitor and escalate high-risk or unusual client activity to senior management where necessary.
- Coordinate with Treasury, Settlements, Operations, and other internal teams to provide seamless client service.
- Maintain accurate and up-to-date customer files and documentation.
- Communicate account or service changes to clients proactively.
- Support daily client banking needs, including transfers, deposits, cheque books, and enquiries.
- Contribute to business strategy, budgeting, and Private Banking initiatives.
- Identify and escalate operational or compliance risks promptly.
- Adhere to all bank policies, compliance requirements, operational resilience standards, and mandatory training.
The successful candidate will have:
- Minimum 5 years’ experience in customer service within retail banking or financial services.
- Strong track record in client relationship management and delivering high levels of customer satisfaction.
- Good understanding of AML regulations, including JMLSG guidance, FCA rules, EU Money Laundering Directive, and Money Laundering Regulations.
- Degree-level education in finance or a related field, or equivalent industry experience.
- CEMAP qualification desirable.
Relationship Manager - Private Banking in Dalston employer: cer Financial
Join a prestigious international bank in the heart of the West End, where you will thrive in a dynamic work culture that prioritises employee growth and development. With a focus on personalised financial solutions for high-net-worth clients, this role offers the opportunity to build lasting relationships while enjoying competitive benefits and a supportive environment. Experience the unique advantage of regular travel to the MENA region, enhancing your professional network and expertise in private banking.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager - Private Banking in Dalston
✨Tip Number 1
Network like a pro! Get out there and connect with people in the banking and finance sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the bank and its culture, and think about how your experience aligns with their needs. Practice common interview questions, especially around client relationship management and compliance, so you can showcase your skills confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested. It’s a simple way to reinforce your enthusiasm for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates. So, get clicking and let’s land that dream job together!
We think you need these skills to ace Relationship Manager - Private Banking in Dalston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Relationship Manager. Highlight your experience in managing high-net-worth clients and any relevant financial qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about private banking and how your skills align with our needs. Be personal, yet professional – we love a bit of character!
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to grow client portfolios and meet KPIs. Numbers speak volumes, so don’t shy away from sharing your successes!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at cer Financial
✨Know Your Clients
Before the interview, research the bank's client base and understand the needs of high-net-worth individuals. Be ready to discuss how you would tailor financial solutions to meet their specific goals.
✨Showcase Your Relationship Skills
Prepare examples from your past experience that highlight your ability to build and maintain long-term client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Understand Compliance Requirements
Brush up on AML regulations and compliance standards relevant to private banking. Be prepared to discuss how you ensure adherence to these regulations in your previous roles.
✨Demonstrate Your Business Acumen
Think about how you can contribute to the bank's business strategy and growth. Prepare to share ideas on cross-selling and up-selling strategies that could benefit the bank and its clients.
