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- Tasks: Support a Client Relationship Officer with KYC management and investment reviews.
- Company: Prestigious private bank in London with a strong reputation.
- Benefits: Competitive pension contribution and private medical cover.
- Why this job: Join a dynamic team and engage directly with clients in private banking.
- Qualifications: At least 2 years of experience in financial services and knowledge of private banking.
- Other info: Great opportunity for career growth in a prestigious environment.
The predicted salary is between 36000 - 60000 £ per year.
A prestigious private bank in London is seeking a proactive Junior Relationship Manager to provide primary support for a Client Relationship Officer. This role involves responsibility for KYC management, investment reviews, and direct client engagement.
Candidates must possess at least 2 years of experience in financial services and have strong knowledge of private banking processes.
Benefits include a competitive pension contribution and private medical cover.
Junior Private Banking RM – Onboarding & Investments employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Private Banking RM – Onboarding & Investments
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead on a Junior Relationship Manager role or can introduce you to someone at a prestigious private bank.
✨Tip Number 2
Prepare for interviews by brushing up on KYC management and investment reviews. We recommend doing mock interviews with friends or using online resources to get comfortable discussing your experience and knowledge of private banking processes.
✨Tip Number 3
Showcase your proactive attitude! During interviews, share examples of how you've taken initiative in previous roles. This will demonstrate that you're ready to support a Client Relationship Officer and engage directly with clients.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles like the Junior Private Banking RM. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Junior Private Banking RM – Onboarding & Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially any roles related to private banking. We want to see how your skills align with the Junior Relationship Manager position, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private banking and how your background makes you a great fit for the role. We love seeing enthusiasm and a personal touch, so let your personality come through.
Showcase Your KYC Knowledge: Since KYC management is a key part of this role, make sure to mention any specific experience you have in this area. We’re looking for candidates who understand the importance of compliance and can demonstrate their knowledge effectively.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your KYC
Make sure you brush up on your Know Your Customer (KYC) processes. Be ready to discuss how you've managed KYC in previous roles and any challenges you've faced. This shows you're proactive and understand the importance of compliance in private banking.
✨Investment Insights
Familiarise yourself with current investment trends and products relevant to private banking. Prepare to share your thoughts on recent market developments and how they could impact client portfolios. This will demonstrate your knowledge and enthusiasm for the role.
✨Client Engagement Skills
Think about your past experiences with direct client engagement. Be prepared to share specific examples of how you've built relationships and handled client queries. This will highlight your interpersonal skills and ability to support a Client Relationship Officer effectively.
✨Show Your Proactivity
In this role, being proactive is key. Come prepared with ideas on how you can add value to the team and improve processes. This could be anything from streamlining KYC management to enhancing client communication strategies. It shows you're not just looking to fill a role but are eager to contribute.
