Private Relationship Manager

London Source: WhatJobs

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Overview

In this Private Relationship Manager role, you will steward a portfolio of high-net-worth clients, delivering tailored financial solutions and exceptional service. You will work with cross-functional teams to grow assets and revenue while maintaining strict regulatory compliance. The role involves international client engagement, including travel to the MENA region, and partnering with operations to ensure seamless execution. You’ll shape private banking strategy through proactive relationship management and risk-aware growth.

Responsibilities

Manage and grow a portfolio of high-net-worth individuals with tailored financial solutions
Build and sustain long-term client relationships and identify growth opportunities
Drive new business through cross-selling and up-selling to meet revenue and asset targets
Travel to the MENA region 3–4 times per year for client meetings and development
Ensure AML, KYC, CDD and regulatory compliance, including sanctions, PEP and high-risk activity monitoring
Maintain accurate client records and KYC documentation, conduct periodic reviews
Collaborate with Treasury, Settlements, Operations and internal specialists for seamless service
Ensure timely and accurate execution of client requests and transactions
Meet KPIs and customer service standards and contribute to Private Banking strategy and development
Identify and escalate operational, financial and compliance risks and support resilience requirements

Key requirements

Minimum 5 years’ customer service experience within retail financial services or banking
Strong relationship management skills
Good working knowledge of AML, KYC and regulatory requirements (FCA and JMLSG)
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