Job Description
PERMANENT| 70,000.00PER ANNUMRECRUITER: | Simon Blau Private Relationship ManagerLondonPermanent5 days in the office70kcer 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.
n
The responsibilities will include: Manage and develop a portfolio of High-Net-Worth Individuals (HNWIs), providing tailored financial solutions and exceptional service.
n
Build and maintain long-term client relationships, understanding client needs and identifying opportunities for growth.
n
Drive new business, portfolio growth, cross-selling and up-selling to achieve revenue and asset targets.
n
Travel to MENA region 3 – 4 times a year for client meetings and business development.
n
Ensure compliance with AML, KYC, CDD and regulatory requirements, including sanctions, PEP and high-risk activity monitoring.
n
Maintain accurate client records and KYC documentation, conducting periodic reviews and escalating concerns as required.
n
Collaborate with Treasury, Settlements, Operations and internal specialists to deliver seamless client service.
n
Ensure the timely and accurate execution of client requests and transactions.
n
Meet agreed KPIs and customer service standards, while contributing to Private Banking strategy and business development.
n
Identify and escalate operational, financial and compliance risks and support the Bank's wider compliance and operational resilience requirements.
n
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.
n
Arabic desirableStrong knowledge of retail banking products and related compliance requirements.
n
Degree-level education in a relevant financial discipline or equivalent industry experience.
n
CeMAP qualification desirable.
…