At a Glance
- Tasks: Manage high-net-worth clients and deliver tailored financial solutions.
- Company: Dynamic private banking firm focused on exceptional client service.
- Benefits: Competitive salary, travel opportunities, and professional development.
- Other info: Opportunity to travel to the MENA region and collaborate with cross-functional teams.
- Why this job: Shape private banking strategy while building lasting relationships with clients.
- Qualifications: 5+ years in customer service, strong relationship management skills, and regulatory knowledge.
The predicted salary is between 40500 - 49500 £ per year.
Overview
In this Private Relationship Manager role, you will steward a portfolio of high-net-worth clients, delivering tailored financial solutions and exceptional service.
You will work with cross-functional teams to grow assets and revenue while maintaining strict regulatory compliance.
The role involves international client engagement, including travel to the MENA region, and partnering with operations to ensure seamless execution.
You’ll shape private banking strategy through proactive relationship management and risk-aware growth.
Responsibilities
- Manage and grow a portfolio of high-net-worth individuals with tailored financial solutions
- Build and sustain long-term client relationships and identify growth opportunities
- Drive new business through cross-selling and up-selling to meet revenue and asset targets
- Travel to the MENA region 3–4 times per year for client meetings and development
- Ensure AML, KYC, CDD and regulatory compliance, including sanctions, PEP and high-risk activity monitoring
- Maintain accurate client records and KYC documentation, conduct periodic reviews
- Collaborate with Treasury, Settlements, Operations and internal specialists for seamless service
- Ensure timely and accurate execution of client requests and transactions
- Meet KPIs and customer service standards and contribute to Private Banking strategy and development
- Identify and escalate operational, financial and compliance risks and support resilience requirements
- Key requirements
- Minimum 5 years’ customer service experience within retail financial services or banking
- Strong relationship management skills
- Good working knowledge of AML, KYC and regulatory requirements (FCA and JMLSG)
- Arabic desirable
- Strong knowledge of retail banking products and related compliance requirements
- Degree-level education in a relevant financial discipline or equivalent industry experience
- Ce MAP qualification desirable
- Relationship management
- Cross-functional collaboration
- Communication
- AML/KYC knowledge
- Regulatory compliance understanding (FCA, JMLSG)
- Retail banking product knowledge
Private Relationship Manager in London employer: CER Financial
As a Compliance Monitoring Consultant at our esteemed bank in the City of London, you will thrive in a dynamic work culture that prioritises integrity and compliance excellence. We offer competitive benefits, including professional development opportunities and a supportive environment that encourages growth and innovation. Join us to be part of a team that values your contributions and fosters a sense of purpose in ensuring regulatory adherence and financial security.
