RELATIONSHIP MANAGER - PRIVATE BANKING
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| Job Type | Permanent |
| Area | City, UK |
| Sector | BankingFinancial ServicesFront OfficeRelationship Manager |
| Salary | £Competitive |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12556 |
| Job Views | 298 |
- Description
- Prestigious Private Banking group in the City requires a Relationship Manager to join a highly successful team. The appointed candidate will have a proven track record as a Relationship Manager in Private Banking with a sound education (degree preferred, or equivalent) and hold the CeMAP qualification. Duties to include:
" Managing and developing a portfolio of ultra-high net worth individuals, delivering a best-in-class customer service and making recommendations for suitable customers
" Active and meaningful customer contact
" Liaising with 3rd parties / intermediaries
" Preparing credit applications and handling documentation
" Preparing for and undertaking customer reviews
" Monitoring overdraft positions
" Supervision of the Relationship Managers' Assistant, providing them with guidance and support with routine issues and promote their development
This is a highly sought-after opportunity for a high-calibre Private Banking Relationship Manager with solid relationship management experience and a keen customer focus. You will demonstrate a thorough understanding of the credit process and relevant regulations and a sound knowledge economic affairs and financial products. Applicants must have excellent written and verbal communication skills, effective networking skills and a pragmatic approach to their work. Education to degree standard with ACIB/BSc in Financial Services, or equivalent, preferred.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.