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 City of London 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.