Full job descriptionPrivate Relationship Manager
London
Permanent
5 days in the office
£70k


cer Financial are working alongside an international bank, who are based in London. They are seeking a Private Relationship Manager to work with them on a permanent basis.


The responsibilities will include:
*Manage and develop a portfolio of High-Net-Worth Individuals (HNWIs), providing tailored financial solutions and exceptional service.
*Build and maintain long-term client relationships, understanding client needs and identifying opportunities for growth.
*Drive new business, portfolio growth, cross-selling and up-selling to achieve revenue and asset targets.
*Travel to MENA region 3 – 4 times a year for client meetings and business development.
*Ensure compliance with AML, KYC, CDD and regulatory requirements, including sanctions, PEP and high-risk activity monitoring.
*Maintain accurate client records and KYC documentation, conducting periodic reviews and escalating concerns as required.
*Collaborate with Treasury, Settlements, Operations and internal specialists to deliver seamless client service.
*Ensure the timely and accurate execution of client requests and transactions.
*Meet agreed KPIs and customer service standards, while contributing to Private Banking strategy and business development.
*Identify and escalate operational, financial and compliance risks and support the Bank’s wider compliance and operational resilience requirements.


The successful candidate:
*Minimum 5 years’ customer service experience within retail financial services or banking, with strong relationship management skills.
*Good working knowledge of AML, KYC and regulatory requirements, including FCA and JMLSG guidance.
*Arabic desirable
*Strong knowledge of retail banking products and related compliance requirements.
*Degree-level education in a relevant financial discipline or equivalent industry experience.
*CeMAP qualification desirable.