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Private Banking Relationship Manager

IPOE Consulting · London

New
Senior 60,000 - 70,000 GBP/year 🇬🇧 English

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.

Questions fréquentes

Le salaire proposé pour ce poste est de 60-70k GBP par an. Le détail figure dans l'annonce.
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Published 19 hours ago

Expires 3 weeks from now

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IPOE Consulting

London