Private Banking Relationship Manager
IPOE Consulting · London
Job description
About the role
A prestigious international bank in London is expanding its Private Banking division and seeks an experienced Relationship Manager to strengthen client coverage and support growth through 2026.
Key responsibilities
- Develop, manage, and deepen long‑term relationships with high‑net‑worth individuals, acting as their primary point of contact.
- Identify and pursue cross‑selling and up‑selling opportunities to grow client portfolios.
- Achieve revenue and asset growth targets through new client acquisition and expansion of existing relationships.
- Travel internationally every other month to meet clients and coordinate with regional stakeholders.
- Ensure strict compliance with AML, sanctions screening, PEP monitoring, and KYC/CDD protocols, escalating issues as needed.
- Collaborate with Treasury, Settlements, Operations and other internal teams to deliver seamless service.
- Maintain accurate client files, conduct periodic reviews and keep clients informed of any changes to account terms.
- Execute client requests such as transfers, cash orders, cheque books, deposits and general enquiries promptly.
Required profile
- Minimum 5 years of experience in a customer‑facing role within retail financial services or banking.
- Up‑to‑date knowledge of AML regulations, FCA rules and related directives.
- Strong verbal and written communication skills with confidence to interact with HNW clients.
- Demonstrated ability to meet compliance standards while maintaining high accuracy.
- Practical knowledge of day‑to‑day banking activities and core banking systems.
- In‑depth understanding of retail banking products and associated compliance requirements.
- Degree‑level education in a relevant financial discipline; CEMAP qualification is desirable.
- Right to work in the UK; sponsorship is not available.
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Published 19 hours ago
Expires 3 weeks from now
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IPOE Consulting
London
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