At a Glance
- Tasks: Manage high-net-worth client portfolios and deliver personalised financial solutions.
- Company: Prestigious international bank in the vibrant West End.
- Benefits: Competitive salary, dynamic work environment, and opportunities for travel.
- Other info: Exciting career growth and compliance-focused role with international travel.
- Why this job: Join a growing 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 - CER Financial in London employer: cer Financial
At CER Financial, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of the West End. Our commitment to employee growth is reflected in our supportive culture, where team members are encouraged to develop their skills and advance their careers while managing high-net-worth client relationships. With competitive compensation and the unique opportunity to engage with clients across the MENA region, we provide a rewarding experience for those seeking meaningful employment in private banking.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager - Private Banking - CER Financial in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. The more connections you make, the better your chances of landing that Relationship Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, be ready to discuss your experience in managing high-net-worth clients. Share specific examples of how you've delivered tailored financial solutions and built long-term relationships.
✨Tip Number 3
Be proactive! If you see a job opening that fits your skills, don’t wait for the perfect moment. Apply through our website and follow up with a friendly email to express your enthusiasm. It shows you're serious about the opportunity!
✨Tip Number 4
Prepare for the interview like it’s the big game! Research the bank's values and recent news, and think about how your experience aligns with their goals. Being well-prepared will help you stand out as the ideal candidate for the Private Banking team.
We think you need these skills to ace Relationship Manager - Private Banking - CER Financial in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Relationship Manager role. Highlight your experience in managing high-net-worth clients and any relevant financial qualifications to catch our eye!
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 you can contribute to our team. Be specific about your achievements and how they relate to the job description.
Showcase Your Compliance Knowledge:Since compliance is key in this role, make sure to mention your understanding of AML regulations and any relevant experience. We want to see that you’re not just a people person but also someone who takes compliance seriously.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 manage and grow a portfolio, showcasing your experience in delivering personalised financial solutions.
✨Showcase Your Relationship Skills
Prepare examples that highlight your ability to build and maintain long-term client relationships. Think of specific instances where you successfully managed client expectations or resolved issues, as this will demonstrate your customer service prowess.
✨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, as this is crucial for the position.
✨Demonstrate Your Strategic Thinking
Think about how you can contribute to the bank's business strategy and growth initiatives. Prepare to discuss your ideas on cross-selling and up-selling, and how you would approach acquiring new clients while meeting performance targets.
