Overview
In this role you drive profitable growth by providing value-added sales and service to Commercial/SME clients and building strong intermediary networks. You will manage an assigned SME/corporate portfolio, identify new business opportunities, and cross-sell bank products while overseeing credit proposals and risk signals. You’ll lead relationships with intermediaries, support junior staff, and ensure compliant, timely documentation. This position offers a chance to shape intermediary partnerships and portfolio performance within a global bank environment.
Responsibilities
- Manage and grow client and intermediary relationships
- Identify new business opportunities and cross-sell bank products
- Achieve revenue, asset and profitability targets
- Manage SME and corporate portfolios
- Prepare and review credit proposals, financial analysis and documentation
- Conduct client visits and identify growth opportunities
- Monitor account activity, repayments, facility documentation and credit limits
- Identify and escalate early warning signs
- Follow up overdue payments and support Recovery when required
- Guide and support ARMs on routine and complex matters
- Maintain intermediary relationships and resolve customer queries and complaints promptly
- Ensure accurate customer records and compliance with bank procedures
- Line manage and develop junior staff/RSOs
- Identify and escalate process improvements
- Support team engagement and events
Key requirements
- Relevant banking experience in an RM/SRM role and line management experience
- Hold required professional qualifications and maintain CPD records
- Comply with regulatory requirements, Individual Conduct Rules and Certification Regime
- Demonstrate product, process, client, portfolio and regulatory knowledge
- Relationship management
- Communication
- Leadership/mentoring
- Credit proposals and financial analysis
- Regulatory knowledge and compliance
- Portfolio management
Senior Relationship Manager - Intermediaries 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.
