At a Glance
- Tasks: Build amazing relationships with customers and internal teams while providing top-notch service.
- Company: Metro Bank, a people-first bank with a diverse and inclusive culture.
- Benefits: Competitive salary, bonuses, generous holidays, healthcare, and hybrid working options.
- Other info: Opportunities for internal promotions and a supportive work environment.
- Why this job: Join a dynamic team where you can make a real impact and grow your career.
- Qualifications: Experience in customer-facing roles and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
Private Banking Team Office Requirements: Holborn, London
At Metro Bank, people come first. Our culture is all about bringing the best out in our colleagues, and making sure everyone feels valued, respected, seen and included. We strongly believe in a diverse and inclusive workplace and to find the very best person for the job, we always look across a wide range of diverse communities.
As a Portfolio Relationship Manager (PRM), you play a big part in contributing to the delivery of the Metro Bank brand and Private Banking model by way of providing an AMAZING service to our customers at all times.
What you will do:
- You will be great at building relationships with customers, and you will also be great at building relationships with internal departments, such as FCRC, Lending Operations, Payments, Credit Refers and the corporate customer service centre and the Private Clients team.
- There may be some customer complaints, which should be dealt with effectively, although you can always ask if you’re not sure – Bump It Up!
- If there are complex account queries, the relevant departments within the business are always here to help you.
- It is key to build valuable rapport with our customers and colleagues.
- You may need to plan your work and activities with your Line Manager for prioritisation to ensure you are exceeding customer expectations and providing valuable service.
- We love people who take responsibility, do the right thing for customers, colleagues and Metro Bank and have the courage to call out any concerns.
What you will need:
- Understand the risks associated with your job and what that means for you, Metro Bank and all our stakeholders.
- Knowledge of our due diligence minimum standards so that you can open personal and business accounts compliantly and conduct / assist with regular due diligence reviews.
- Customer facing roles performed within a Bank.
- Customer Service Representative (account opening etc.).
- Excellent organisation and communication skills.
Our promise to you:
We believe in "one in, one up" at Metro Bank, growing our own and promoting from within. That is why we are looking for YOU! An AMAZING colleague to move into this FANtastic new role! We will make sure that you are well‑rewarded by providing you with a competitive salary, discretionary annual bonus, and a wide range of benefits, including generous holiday allowance, attractive pension scheme, healthcare, life assurance, and a number of colleague discounts!
We will give you the training to ensure you succeed in your role and plenty of internal opportunities to progress your career (around 40% of our recruitment comes from internal promotions!). We are also all about balance so most of our jobs offer the opportunity for hybrid working built around your role and home life, wherever possible.
Diverse teams really are the best teams. We know that candidates (especially women, research tells us) may be put off applying for a job unless they can tick every box. We also know that ‘normal’ office hours aren’t always doable, and while we can’t accommodate every flexible working request we are happy to be asked. So if you are excited about working with us and think you can do much of what we are looking for but aren’t sure if you are 100% there yet… why not give it a whirl? Good luck!
Portfolio Relationship Manager employer: Metro Bank Plc
At Metro Bank, we prioritise our people and foster a culture of inclusivity and respect, making it an exceptional place to work as a Portfolio Relationship Manager. With a commitment to employee growth through internal promotions, competitive salaries, and a comprehensive benefits package, including generous holiday allowances and hybrid working options, we ensure our colleagues feel valued and supported. Join us in delivering AMAZING service while enjoying a fulfilling career in the heart of Holborn, London.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Metro Bank Plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Metro Bank Plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Metro Bank Plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Metro Bank Plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Metro Bank Plc.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Metro Bank Plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Metro Bank Plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
