Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients in private banking, manage KYC processes, and promote banking products.
- Company: Prestigious private bank in London with a dynamic work environment.
- Benefits: Competitive salary, excellent bonuses, private medical cover, and enhanced annual leave.
- Why this job: Join a leading bank and build strong client relationships while advancing your career.
- Qualifications: Minimum 2 years in client service within private banking; KYC and investment knowledge preferred.
- Other info: Great opportunity for career growth in a stimulating financial services environment.
The predicted salary is between 36000 - 54000 £ per year.
Up to £45,000 plus excellent bonus and benefits. A fantastic opportunity has arisen for a proactive and client-focused individual to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.
Key Responsibilities:
- Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
- Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.
- Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.
- Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries.
- Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts.
- Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
- Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
- Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
- Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
- Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
- Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.
Requirements:
- Candidates must have a minimum of 2 years’ experience in a similar client service role within private banking or financial services.
- Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential).
- Investment and credit experience is highly desirable.
- Strong KYC, onboarding, and periodic review experience is essential.
- Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking).
- Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).
Benefits:
- A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice).
- Enhanced annual leave entitlement.
- Private Medical Cover.
- Life Insurance.
- And more.
Junior Relationship Manager (Private Banking) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Relationship Manager (Private Banking)
✨Network Like a Pro
Get out there and connect with people in the private banking sector! Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for informational chats. Building relationships can open doors that job applications alone can't.
✨Showcase Your Skills
When you land an interview, make sure to highlight your KYC management and client service experience. Use specific examples from your past roles to demonstrate how you've successfully managed client relationships and compliance tasks. We want to see how you can bring value to our team!
✨Be Proactive
Don’t wait for opportunities to come to you. Follow up on your applications and express your enthusiasm for the role. A quick email or message can show your interest and keep you top of mind for hiring managers. Remember, we love candidates who take initiative!
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance of getting noticed. Tailor your application to reflect the skills and experiences mentioned in the job description. We’re looking for candidates who align with our values and can thrive in a dynamic environment!
We think you need these skills to ace Junior Relationship Manager (Private Banking)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Relationship Manager role. Highlight your experience in client service, KYC management, and any relevant qualifications like IAD or CeMap. We want to see how your background fits perfectly with what we're looking for!
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 you can contribute to our team. Be sure to mention specific skills that align with the job description, like your understanding of residential real estate and discretionary investments.
Showcase Your Client Engagement Skills: In your application, emphasise your proactive client engagement abilities. We love candidates who can build strong relationships and effectively manage client queries. Share examples of how you've successfully interacted with clients in the past!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your KYC
Since the role heavily involves KYC management, make sure you brush up on your knowledge of the KYC lifecycle. Be prepared to discuss your experience with collecting and analysing KYC documentation, as well as any challenges you've faced and how you overcame them.
✨Showcase Your Client Engagement Skills
This position requires proactive client engagement, so think of examples where you've successfully interacted with clients. Prepare to share specific instances where you followed up on issues or escalated matters effectively, demonstrating your ability to build strong relationships.
✨Understand Regulatory Requirements
Familiarise yourself with key regulatory requirements like MiFID II, AML, and FATCA. During the interview, be ready to explain how you ensure compliance in your previous roles, as this will show your understanding of the private banking environment.
✨Prepare for Product Knowledge Questions
The role involves promoting various banking and investment products, so do your homework on the bank's offerings. Be prepared to discuss how you would recommend products based on client needs, showcasing your understanding of residential real estate and discretionary investments.
