{ “@context”: “http://schema.org”, “@type”: “JobPosting”, “title”: “Relationship Manager – Private Banking – CER Financial”, “description”: “
Relationship Manager – Private Banking
Location: West End
Employment type: Permanent
Salary: £70,000 – 5 days in the office
Cer Financial are partnering with a prestigious international bank based in the West End in the search for a Private Banking Relationship Manager to join their growing team on a permanent basis.
Responsibilities
- 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.
Qualifications
- 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.
Company: Jobs via eFinancialCareers
Location: London
Job Description:
Relationship Manager – Private Banking
Location: West End
Employment type: Permanent
Salary: £70,000 – 5 days in the office
Cer Financial are partnering with a prestigious international bank based in the West End in the search for a Private Banking Relationship Manager to join their growing team on a permanent basis.
Responsibilities
- 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.
Qualifications
- 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.
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Posted: May 18th, 2026