Relationship Manager - Private Banking

Relationship Manager - Private Banking

West End

Permanent

£70,000 - 5 days in the office

cer Financial are partnering with a prestigious international bank based in the West-End in the search for a Private Banking Relationship Manager to join their growing team on a permanent basis.

The responsibilities of thew candidate will include:

· Manage and grow a portfolio of high-net-worth clients through personalised financial solutions and exceptional service.

· Build and maintain long-term client relationships as the primary point of contact.

· Understand clients’ financial goals and collaborate with internal specialists to deliver tailored solutions.

· Drive portfolio growth through cross-selling, up-selling, and acquiring new clients.

· Meet revenue, asset growth, and performance KPI targets.

· Travel to Jordan and the MENA region every other month for client meetings and business development.

· Ensure compliance with regulatory, AML, sanctions, PEP, CDD, and KYC requirements.

· Monitor and escalate high-risk or unusual client activity to senior management where necessary.

· Coordinate with Treasury, Settlements, Operations, and other internal teams to provide seamless client service.

· Maintain accurate and up-to-date customer files and documentation.

· Communicate account or service changes to clients proactively.

· Support daily client banking needs, including transfers, deposits, cheque books, and enquiries.

· Contribute to business strategy, budgeting, and Private Banking initiatives.

· Identify and escalate operational or compliance risks promptly.

· Adhere to all bank policies, compliance requirements, operational resilience standards, and mandatory training.

The successful candidate will have:

· Minimum 5 years’ experience in customer service within retail banking or financial services.

· Strong track record in client relationship management and delivering high levels of customer satisfaction.

· Good understanding of AML regulations, including JMLSG guidance, FCA rules, EU Money Laundering Directive, and Money Laundering Regulations.

· Degree-level education in finance or a related field, or equivalent industry experience.

· CEMAP qualification desirable.