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- Tasks: Support Relationship Managers with CDD reviews, account tasks, and customer inquiries.
- Company: Join a cutting-edge financial services provider reshaping the industry.
- Benefits: Earn up to £75,000 with excellent benefits in a vibrant Central London location.
- Why this job: Grow your career in a fast-paced, collaborative environment focused on exceptional client experiences.
- Qualifications: Knowledge of AML regulations and banking activities; strong communication skills required.
- Other info: Opportunity for self-development by managing a small portfolio of customers.
The predicted salary is between 45000 - 75000 £ per year.
Are you ready to take your career to the next level with an innovative and forward-thinking financial services provider? We’re 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 £75,000, 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?
- 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 £75,000 and Employee benefits package.
- A great work environment in a wonderful Central London location.
- The opportunity to learn, progress and enhance your skills.
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Relationship Manager employer: InterQuest Solutions
Contact Detail:
InterQuest Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Familiarize yourself with the latest AML regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as Relationship Managers. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed customer relationships in the past. Highlighting your ability to meet KPIs and handle customer requests will set you apart.
✨Tip Number 4
Stay updated on the bank's core operating systems and tools. Being proficient in these systems will show that you're ready to hit the ground running and contribute effectively from day one.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and expectations of a Relationship Manager. Tailor your application to highlight relevant experiences that align with the job description.
Highlight Relevant Experience: Emphasize your knowledge of AML regulations and any previous experience in banking or financial services. Use specific examples to demonstrate your ability to comply with regulatory policies and manage customer relationships effectively.
Showcase Communication Skills: Since communication is key in this role, include examples of how you've successfully interacted with clients and colleagues in past positions. This will help illustrate your ability to be a point of contact for customers.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the skills and experiences mentioned in the job description. Make sure to address how you can contribute to the company's goals and enhance client experiences.
How to prepare for a job interview at InterQuest Solutions
✨Showcase Your Knowledge of AML Regulations
Make sure to brush up on the latest AML regulations and demonstrate your understanding during the interview. Highlight any relevant certifications you have and discuss how you've applied this knowledge in previous roles.
✨Emphasize Your Customer Service Skills
As a Relationship Manager, your ability to communicate effectively with customers is crucial. Prepare examples of how you've successfully managed customer relationships and resolved issues in the past.
✨Demonstrate Your Ability to Work Under Pressure
The role requires meeting deadlines and managing multiple tasks simultaneously. Be ready to share specific instances where you've thrived in high-pressure situations and how you prioritize your workload.
✨Prepare for Interdepartmental Coordination Questions
Since the position involves working closely with various departments, think about how you've collaborated with others in the past. Be prepared to discuss your experience in coordinating efforts to deliver high-quality services.
