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- Tasks: Manage high-net-worth client relationships and drive portfolio growth in Private Banking.
- Company: Venn Group, a leading firm in the financial services sector.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Experience in Private Banking or Wealth Management with strong communication skills.
- Other info: Fast-paced environment with flexibility to meet client needs.
The predicted salary is between 36000 - 60000 £ per year.
Manage and grow a portfolio of high-net-worth clients within Private Banking, ensuring exceptional service delivery and strong client relationships. This role requires proactive engagement, revenue growth, and coordination across internal teams to meet client needs efficiently.
Key Responsibilities:
- Client Relationship Management: Act as the primary point of contact for assigned clients, handling day-to-day inquiries and ensuring seamless banking services. Be available to assist clients outside standard working hours when necessary.
- Portfolio Growth: Drive revenue growth by increasing assets under management (AUM) and attracting new inflows. Leverage brand presence, internal networks, and channels to achieve business objectives.
- Onboarding & Compliance: Ensure all client due diligence and account opening processes comply with regulatory and internal standards.
- Client Reviews & Reporting: Conduct regular portfolio reviews, attend client meetings, and prepare detailed call reports to maintain transparency and track progress.
- Proactive Engagement: Maintain close contact with clients, anticipate their needs, and identify opportunities for cross-selling banking products and services.
- Property Assistance: Support clients with property searches (primarily in Central London), arrange viewings, and coordinate with internal teams to facilitate credit applications within agreed timelines.
- Product Development & Structuring: Promote existing products and collaborate on developing tailored solutions for private clients.
- Internal Communication: Keep senior management informed of significant developments within the Private Banking portfolio and ensure effective collaboration across teams.
Essential Skills:
- Private Banking or Wealth Management experience with a proven track record of managing high-net-worth client relationships.
- Strong understanding of banking products and services, including credit facilities, deposits, and investment solutions.
- Familiarity with regulatory compliance and KYC/AML requirements.
- Experience in sales and business development, with ability to grow AUM and attract new clients.
- Excellent communication and interpersonal skills, capable of building trust and long-term relationships.
- Ability to work in a fast-paced, client-driven environment, including flexibility to respond outside normal working hours.
- Exposure to real estate advisory or property-related services is an advantage.
Relationship Manager employer: Venn Group
Contact Detail:
Venn Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Relationship Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, share your knowledge about private banking and wealth management. Discuss trends, challenges, and solutions you've encountered. This will demonstrate your passion and understanding of the field.
✨Tip Number 3
Be proactive! Don’t wait for job openings to come to you. Reach out to companies you admire, even if they’re not advertising positions. Express your interest in their work and how you can contribute as a Relationship Manager. You never know what opportunities might arise!
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, it shows you’re genuinely interested in joining our team at StudySmarter!
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Relationship Manager. Highlight your experience in Private Banking and managing high-net-worth clients, showcasing how you've driven revenue growth and built strong relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your skills align with our needs. Be specific about your achievements in client management and any relevant banking products you've worked with.
Showcase Your Communication Skills: As a Relationship Manager, communication is key. In your application, demonstrate your ability to build trust and maintain long-term relationships. Use clear and concise language to reflect your interpersonal skills.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Venn Group
✨Know Your Clients
Before the interview, research the company’s client base and understand the needs of high-net-worth individuals. Be ready to discuss how you would manage and grow these relationships, showcasing your knowledge of private banking and wealth management.
✨Showcase Your Sales Skills
Prepare examples of how you've successfully driven revenue growth in previous roles. Highlight specific strategies you've used to increase assets under management and attract new clients, as this will demonstrate your ability to meet the company's business objectives.
✨Understand Compliance Requirements
Brush up on KYC/AML regulations and internal compliance standards relevant to private banking. Be prepared to discuss how you ensure adherence to these requirements while providing exceptional service to clients.
✨Demonstrate Proactive Engagement
Think of ways you can anticipate client needs and identify opportunities for cross-selling products. Share examples from your past experiences where you’ve gone above and beyond for clients, as this will show your commitment to building strong, long-term relationships.
