A FANTASTIC opportunity has arisen for a proactive and client-focused individual to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.

Key Responsibilities of the Junior Relationship Manager to include:

• Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
• Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.
• Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.
• Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries.
• Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts.
• Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
• Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
• Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
• Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
• Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
• Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.

Requirements for the successful Junior Relationship Manager to include:

• Candidates MUST have a minimum of 2 years’ experience in a similar client service role within private banking.
• Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential)
• Investment and credit experience is highly desirable.

• Strong KYC, onboarding, and periodic review experience is essential
• Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking).

• Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Based in London

Due to exciting business growth, a fantastic opportunity has arisen to join a boutique property lending group based in London. Operating as a specialist joint venture within a wider prestigious banking group, this firm focuses on funding high-quality residential and mixed-use developments. They are seeking a Senior Loan Administrator to join their Operations team, reporting directly to the Operations Director. This is a pivotal position supporting the front-office team in the implementation, documentation, and control of bespoke property development loans. You will manage the entire loan lifecycle, ensuring precision and compliance at every stage.

Please note, development finance experience HIGHLY desirable

Key Responsibilities of the Senior Loan Administrator to include:

• Loan Lifecycle Management: Manage the implementation and control of approved loan facilities from start to finish.
• Drawdown Oversight: Review Quantity Surveyor (QS) reports, verify stage payment certificates, and prepare payments for approval.
• Third-Party Coordination: Instruct and manage relationships with solicitors and surveyors to ensure security, valuations, and monitoring requirements are met.
• System Administration: Post transactions via the Phoebus system and perform reconciliations between bank and loan accounts.
• Compliance & Risk: Conduct CDD and AML checks on directors and beneficial owners; monitor arrears and escalate issues to Lending Directors.
• Reporting: Produce monthly management information (MI) and verify complex financial statements.

Requirements for the successful Senior Loan Administrator:

• Candidates will preferably have development finance experience
• Previous experience in a UK Banking operations role with a specific focus on property development finance is essential.
• Technical Skills: Deep understanding of the processes and background required for taking security in relation to secured lending.
• Relationship Management: Proven ability to collaborate with external professionals, including Solicitors and Surveyors.
• Systems: Proficiency in loan management software (knowledge of Phoebus is highly advantageous).

Rewards for you:

• Our client offers a sophisticated working environment where expertise is valued and rewarded.
• Salary: Competitive base between £60,000 – £70,000.
• Bonus: Discretionary annual bonus opportunity
• Annual Leave: 28 days holiday plus bank holidays.
• Benefits: Private Medical Insurance, Medical Cash Plan, and flexible working options.
• Culture: A dynamic, inclusive team dedicated to transforming the future of property finance.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

Duties of the Client Services Executive to include:

• Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
• Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and escalate process improvement suggestions as needed.
• Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes.
• Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.
• Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.

What we need from you as a Client Service Executive:

• Previous experience working within Investment Management is essential
• Client Facing experience within financial services is required.
• Personable and professional with strong time management skills and a keen eye for detail
• Strong IT skills including Microsoft Office packages.

What’s in it for you:

• Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
• Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
• Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Hybrid working available

A FANTASTIC opportunity has arisen for a proactive and client-focused individual to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.

Candidates MUST have a minimum of 2 years direct private banking experience

Key Responsibilities of the Assistant Relationship Manager to include:

• Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
• Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.
• Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.
• Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries.
• Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts.
• Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
• Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
• Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
• Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
• Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
• Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.

Requirements for the successful Junior Relationship Manager to include:

• Candidates MUST have a minimum of 2 years’ experience in a similar client service role within private banking.
• Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential)
• Investment and credit experience is highly desirable.
• Strong KYC, onboarding, and periodic review experience is essential
• Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking).
• Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

This role is mainly remote working

Candidates will ideally have c4+ years private banking experience with client-facing exposure to HNW individuals

Due to exciting business growth, a fantastic opportunity has arisen to join a prestigious private bank, renowned for delivering a highly personal, relationship-led service to high-net-worth individuals. As the business continues to grow, they are seeking a Private Banking Assistant to join an established team, supporting a team of Private Bankers in the management of their client portfolios.

This is a varied, client-facing role at the very heart of the banking team. You will take ownership of the day-to-day running of client accounts, working hand-in-hand with the Private Bankers to deliver the seamless service their clients expect. With a high level of client contact by phone, email and in person, this is an ideal position for someone who thrives on building relationships and is keen to develop their career within private banking. Please note, this is a busy role, so we are seeking experienced candidates, who are proactive and able to hit the ground running!

Key Responsibilities of the Private Banking Assistant to include:

• Client Relationship Support: build and maintain strong relationships with clients through regular contact by phone, email and in person, delivering exceptional levels of service.
• Daily Account Management: manage daily excess, prepare and review reports, and oversee the day-to-day administration of client accounts.
• Payments & Transfers: process payments, transfers of funds and foreign exchange requirements accurately and within deadlines.
• Onboarding & Compliance: support the onboarding of new clients, completing KYC, CDD and AML checks across a variety of client types and maintaining accurate records in line with the bank’s procedures and data protection requirements.
• Lending Support: assist with the preparation of internal credit applications and the ongoing monitoring of existing borrowings in accordance with the bank’s credit policies and procedures.
• Cross-Team Collaboration: work closely with the Private Bankers and colleagues across Credit Risk, Client Operations, Financial Crime and other departments to meet the bank’s objectives.
• Wider Contribution: support ad-hoc business projects as required, including new product launches, and complete all mandatory training in a timely manner.

Requirements for the successful Private Banking Assistant:

• Candidates will ideally have private banking experience, with a track record of client-facing work alongside high-net-worth individuals.
• Preferably educated to UK degree level or equivalent, with a desire to develop a career within a progressive private bank.
• Strong relationship-building skills and a genuine commitment to excellent client service and teamwork.
• A sound understanding of how a bank operates and its commercial environment, including awareness of KYC, AML and the wider regulatory landscape.
• Excellent interpersonal and communication skills, both written and verbal, with effective questioning and listening skills.
• Qualifications such as CeMap advantageous (though not essential)

Rewards for you:

• A sophisticated, relationship-led environment where expertise and exceptional client service are genuinely valued.
• Bonus: discretionary annual bonus opportunity.
• Benefits: competitive package including private medical cover and flexible working options.
• Culture: a collaborative, inclusive team dedicated to delivering a first-class private banking experience.
• Development: genuine scope to learn, grow and progress your career within a respected private bank.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment 

12 Month Fixed Term Contract

Hybrid working (4 days in the office and 1 day WFH)

We are recruiting on behalf of a leading international bank seeking a versatile Business Analyst to join their London Branch on a 12-month fixed term contract. Reporting to the Head of E-Channel Section, this is a dual role combining strategic project delivery with day-to-day operational support. You will evaluate and improve business processes and workflows while ensuring smooth daily support for internal teams and external customers, acting as a key link between the business and the IT function on department projects.

Fluent Cantonese is essential for this role

Key Responsibilities of the Business Analyst to include:

• Business Requirements: Gather, analyse and document business requirements, reviewing and improving workflows to enhance efficiency and the customer experience.
• IT & Systems Liaison: Communicate with the IT team on projects on behalf of the department, acting as the key point of contact between the business and technical teams.
• Project Delivery: Assist in project coordination and implementation, collaborating with teams across the bank to deliver and embed process improvements.
• Testing & UAT: Create test cases and carry out testing from the user perspective, performing user acceptance testing (UAT) for system and process changes.
• Documentation & Training: Prepare user guides, process documentation and training materials to support new systems, processes and ways of working.
• Operational Support: Handle hotline calls and respond to internal and external enquiries, providing daily operational and administrative support, and remaining flexible to deal with customers over the phone when a member of the team is on leave.
• Compliance & Risk: Ensure adherence to internal policies and procedures, comply with all applicable regulations, rules, codes and standards, and follow established risk control guidelines to identify, assess, report, mitigate and monitor risk.

Requirements for the successful Business Analyst to include:

• Fluent Cantonese is essential
• Good communication skills and strong Excel skills – Power BI experience is an advantage.
• Ability to create test cases and carry out testing from the user perspective.
• Able to communicate effectively with IT teams on projects on behalf of the department.
• Flexibility to support customers over the phone to provide cover when team members are on leave.
• Experience in retail banking and/or business analysis (customer service, online banking and/or card industry experience is a plus).
• Familiarity with digital banking tools (e.g. mobile apps, digital wallets) and a strong understanding of core banking processes (e.g. payments, compliance).
• Analytical mindset with problem-solving skills, and hands-on experience translating complex business requirements into Epics, User Stories and clear acceptance criteria – familiarity with JIRA is preferred.
• Comfortable working with data analysis; knowledge of basic SQL or Power BI is an advantage.
• Excellent communication skills, both verbal and written, for engaging with customers and collaborating with stakeholders.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Hybrid working available

A prestigious private bank in London is seeking a highly experienced and proactive Senior Assistant Relationship Manager to provide expert support to a senior Private Banker. This is a critical role designed for a seasoned professional who can take full ownership of the administration and operational management of an established, high-net-worth book of business.

As an Assistant Relationship Manager, you will act as the primary engine room for the desk, ensuring seamless service delivery for UK and International clients while maintaining the highest standards of regulatory integrity.

Please note, candidates MUST have 5+ years direct Private Banking experience and MUST be IAD Level 4 qualified

Key Responsibilities of the Assistant Relationship Manager to include:

• Strategic Onboarding & KYC Leadership: Take full accountability for the end-to-end KYC lifecycle for complex structures. You will drive the collection, analysis, and submission of documentation, navigating intricate client profiles with minimal supervision.
• Advanced Investment Suitability: Proactively manage the production of mandatory suitability reports and investor profile reviews. Ensure the book remains fully compliant with MiFID II and internal standards at all times.
• Complex Portfolio Support: Provide high-level technical support for residential real estate transactions and discretionary investment portfolios.
• Expert Banking Operations: Execute sophisticated client instructions, including high-value payments, FX trading, and complex e-banking configurations.
• Non-Discretionary Execution: Confirm income and accurately book trades for non-discretionary investment accounts with precision.
• Senior Stakeholder Liaison: Act as the lead point of contact between the desk and internal departments (Operations, Compliance, and Offshore entities) to resolve bottlenecks and streamline annual reviews.
• Client Relationship Partnership: Interact directly with HNW clients as a trusted representative of the bank, resolving complex queries and identifying opportunities to promote relevant products and services.
• Regulatory Guardianship: Maintain an expert-level understanding of the Code of Conduct, Cross-Border regulations, AML, and FATCA/CRS requirements.

 Requirements for the successful Assistant Relationship Manager to include: 

• Candidates must have c 5-7 years of direct Private Banking experience.
• Deep expertise in KYC/Onboarding processes for complex entities and a robust understanding of investment products (Discretionary & Non-Discretionary) and credit.
• Candidates MUST be IAD (Investment Advice Diploma) Level 4 qualified. CeMAP highly desired
• A proven track record of managing a heavy workload for a senior banker with "first-time right" accuracy and minimal oversight.
• Exceptional interpersonal skills with the ability to engage with high-net-worth individuals and senior internal stakeholders.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Hybrid working (3 days in the office, 2 days WFH)

Candidates will ideally have experience 2-3 years experience within private banking, and will have had client-facing experience with HNW individuals

Due to exciting business growth, a fantastic opportunity has arisen to join a prestigious private bank in the heart of London, renowned for delivering a highly personal, relationship-led service to high-net-worth individuals. As the business continues to grow, they are seeking a Client Services Officer to join an established team, supporting one to two Private Bankers in the management of their client portfolios.

This is a varied, client-facing role at the very heart of the banking team. You will take ownership of the day-to-day running of client accounts, working hand-in-hand with the Private Bankers to deliver the seamless service their clients expect. With a high level of client contact by phone, email and in person, this is an ideal position for someone who thrives on building relationships and is keen to develop their career within private banking.

Key Responsibilities of the Client Services Officer to include:

• Client Relationship Support: build and maintain strong relationships with clients through regular contact by phone, email and in person, delivering exceptional levels of service.
• Daily Account Management: manage daily excess, prepare and review reports, and oversee the day-to-day administration of client accounts.
• Payments & Transfers: process payments, transfers of funds and foreign exchange requirements accurately and within deadlines.
• Onboarding & Compliance: support the onboarding of new clients, completing KYC, CDD and AML checks across a variety of client types and maintaining accurate records in line with the bank’s procedures and data protection requirements.
• Lending Support: assist with the preparation of internal credit applications and the ongoing monitoring of existing borrowings in accordance with the bank’s credit policies and procedures.
• Cross-Team Collaboration: work closely with the Private Bankers and colleagues across Credit Risk, Client Operations, Financial Crime and other departments to meet the bank’s objectives.
• Wider Contribution: support ad-hoc business projects as required, including new product launches, and complete all mandatory training in a timely manner.

Requirements for the successful Client Services Officer:

• Candidates will ideally have private banking experience, with a track record of client-facing work alongside high-net-worth individuals.
• Preferably educated to UK degree level or equivalent, with a desire to develop a career within a progressive private bank.
• Strong relationship-building skills and a genuine commitment to excellent client service and teamwork.
• A sound understanding of how a bank operates and its commercial environment, including awareness of KYC, AML and the wider regulatory landscape.
• Excellent interpersonal and communication skills, both written and verbal, with effective questioning and listening skills.
• Qualifications such as CeMap advantageous (though not essential)

Rewards for you:

• A sophisticated, relationship-led environment where expertise and exceptional client service are genuinely valued.
• Bonus: discretionary annual bonus opportunity.
• Benefits: competitive package including private medical cover and flexible working options.
• Culture: a collaborative, inclusive team dedicated to delivering a first-class private banking experience.
• Development: genuine scope to learn, grow and progress your career within a respected private bank.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

City of London – hybrid working, four days office to one day home

Candidates will ideally have strong middle office / fund operations experience within asset management, alongside a track record of leading and improving operational processes

Due to exciting business growth, a fantastic opportunity has arisen to lead and develop the middle office and operations function for an established specialist investment manager. Focused on alternative and sustainable strategies across public and private markets, the firm manages capital on behalf of institutional investors, wealth managers, financial advisers, family offices, charities and endowments, and continues to grow both its assets and its international footprint.

This is a hands-on role at the heart of the business. Reporting into senior management, you will take ownership of the day-to-day running of the middle office while driving the process, technology and automation improvements that will support the firm’s next phase of growth. You will manage relationships with third-party providers and mandate clients, and lead and develop a small team. Please note, this is a busy, fast-paced role, so we are seeking experienced candidates who are proactive and able to make an immediate impact.

Key Responsibilities of the Middle Office Manager to include:

• Middle Office Delivery: lead the day-to-day function, covering trade support, corporate actions, proxy voting, broker onboarding, dealing restrictions, compliance monitoring, regulatory disclosures, Bloomberg administration, and portfolio and NAV oversight.
• Fund & Mandate Onboarding: lead the operational onboarding of new funds and segregated mandates, coordinating legal documentation, DDQs, operational readiness, trading infrastructure and reporting requirements.
• Continuous Improvement: identify opportunities to simplify, standardise and automate processes - including through workflow tooling and AI - to improve efficiency, scalability and operational control.
• Service Provider Management: own relationships with key providers (ACDs, depositaries and custodians), ensuring service levels are met and coordinating due diligence, risk and compliance reviews, site visits and issue resolution.
• Client Relationship Management: manage operational relationships with segregated mandate clients, covering reporting obligations, due diligence requests, governance meetings and ad-hoc queries.
• Reporting: coordinate the production and delivery of investor, management and regulatory reporting, and support the distribution team on RFP and DDQ activity.
• Data Integrity: safeguard the quality and consistency of operational and investment data across internal systems and external providers.
• Change & Transformation: lead operational change initiatives, including system implementations, regulatory change and strategic business projects.
• Team Leadership: lead, mentor and develop the middle office team, setting objectives, managing performance and fostering a culture of continuous improvement.

Requirements for the successful Middle Office Manager:

• Strong technical knowledge of the funds industry and middle office operations.
• Relevant experience within asset management, fund operations or investment management.
• Strong organisational and project management skills, with the ability to manage multiple priorities under pressure.
• Excellent communication and relationship management skills, with the confidence to influence and challenge senior stakeholders where appropriate.
• A demonstrable track record of identifying and implementing operational process improvements.
• A proactive, rigorous and well-organised approach, with the drive to add value for clients and colleagues alike.

Rewards for you:

• Benefits: a competitive package plus hybrid working (four days in the City office, one from home).
• The role: a visible, influential position with genuine ownership and the scope to shape how the function runs.
• Culture: a collaborative environment that combines differentiated investment expertise with a strong service culture and a clear commitment to sustainability.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

£COMPETITIVE plus excellent bonus and benefits

Hybrid working available!

Due to exciting business growth, a leading UK wealth management firm is looking for a Portfolio Director to join its Managed Portfolio service (MPS) team in Liverpool. This is a senior, investment-facing appointment that combines hands-on stewardship of model portfolios with the role of technical investment specialist and lead point of contact for financial advisers.

You will own a well-governed, robust investment process, support the firm’s distribution effort at scale, and communicate with clarity and authority - driving model performance, adviser take-up and long-term client retention. It is a role for an experienced portfolio manager who enjoys being close to both the investment decision-making and the advisers who rely on it.

Duties of the Portfolio Director to include:

• Investment strategy & model management: Define and implement investment strategies aligned to each model’s risk profile, drawing on the right systems, tools and market knowledge.
• Governance & documentation: Keep investment process records in good order - asset allocation committee minutes, model change rationales and the regulatory evidence covering suitability, PROD and Consumer Duty.
• Risk oversight: Monitor and manage investment risk, including volatility, drawdown and tracking-error targets, and keep total cost budgets (ongoing charges plus transaction costs) within agreed limits, with consistency of models maintained across platforms.
• Platform delivery: Ensure model changes are implemented promptly across the firm’s third-party adviser platforms, working with operations to resolve any exceptions.
• Market & performance monitoring: Follow markets, economic trends and geopolitical developments; track portfolio performance and rebalance as needed to hold the intended asset allocation.
• Adviser engagement: Give advisers clear portfolio updates on performance drivers, risk metrics and positioning, and build and deliver training and supporting materials for the proposition.
• Content & thought leadership: Write market outlooks, thought-leadership pieces and Consumer Duty evidence that links product features to client benefits and outcomes.
• Proposition development: Capture adviser and market feedback and share it with portfolio managers, product and risk to help evolve the proposition (for example around income, ESG or tax efficiency).
• Team leadership: Mentor and develop junior colleagues, contribute to - and where appropriate lead - internal committees and projects, and champion a collaborative, standards-led culture.

Requirements for the successful Portfolio Director to include:

• Significant experience managing portfolios at scale and complexity, ideally within a model portfolio (MPS) environment
• A Level 7 qualification - Chartered Wealth Manager (CWM) or CFA, with CWM preferred
• A strong track record in client service and a clear contribution to business performance
• Confident use of industry systems such as FactSet or Morningstar Direct and FE Analytics
• The ability to produce clear, insightful investment communications
• A sound working knowledge of client administration, regulatory compliance and investment risk procedures

What’s in it for you:

• A senior, investment-facing role with real ownership: a permanent appointment where you shape the models, own the adviser relationship and see the direct impact of your work, with study support and funding for further qualifications.
• A market-leading benefits package: a non-contributory pension of up to 10%, private medical insurance, life assurance, income protection, a company share scheme, discretionary bonus and flexible holidays.
• Hybrid working and an inclusive culture: a genuine balance between office and home, alongside a people-first culture with social and inclusion networks, volunteering days and a real sense of belonging.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Edinburgh - Hybrid working (3 days in the office, 2 days WFH)

Candidates will need proven experience of operating within a lending environment, ideally combining product ownership, product governance or proposition development with a strong commercial and regulatory understanding

A fantastic opportunity has arisen to join a bank with a growing lending franchise as they seek a Senior Product Owner to take strategic ownership of its non-regulated lending propositions. This is a high-profile role within the Product & Proposition function, reporting directly to the Head of Product & Proposition.

You will own the development, governance and continuous improvement of the bank’s commercial and bespoke lending products and the client journeys that sit around them. This is a role for someone who can balance commercial performance with strong client outcomes and robust risk management, translating strategic goals into clear product roadmaps and scalable lending capability.

Key Responsibilities of the Senior Product Owner - Lending to include:

• Product Ownership: lead the development, enhancement and optimisation of lending propositions, operational processes and digital capabilities, ensuring products remain competitive, commercially viable and aligned to client and intermediary needs.
• Product Governance: oversee product approvals, product reviews, pricing changes, policy alignment and product withdrawal considerations within the bank’s governance frameworks.
• Change Delivery: drive strategic, regulatory and technology change initiatives through both RUN and Change projects.
• Performance Monitoring: monitor product performance through MI, client insight, pipeline performance, utilisation trends, complaints data, operational metrics and commercial measures.
• Credit Risk Partnership: work closely with Credit Risk to ensure alignment between product design, underwriting appetite, portfolio performance and operational execution.
• Client Journeys: support optimisation of onboarding, credit assessment, fulfilment, servicing and client management journeys to improve efficiency and client experience.
• Controls & Resilience: ensure supporting processes, controls and systems remain robust, scalable, resilient and aligned to regulatory risk expectations.
• Third Party Management: manage relationships with third party providers, intermediaries, technology partners, legal suppliers and operational vendors supporting lending activities.
• Digital Agenda: support workflow optimisation, automation, data-led decision making and enhanced client servicing capability.
• Training & Competence: maintain T&C arrangements relevant to lending activities and partner with Compliance, Risk and operational leadership on T&C frameworks, quality assurance and coaching outcomes.
• Conduct & Outcomes: monitor conduct indicators, client outcomes, QA findings, complaint trends and operational risk events, identifying training needs and driving improvements in colleague capability.

Requirements for the successful Senior Product Owner - Lending:

• Demonstrable experience operating within lending environments is essential - commercial and/or bespoke lending exposure is particularly relevant.
• Strong commercial awareness alongside a solid regulatory understanding, including Consumer Duty, financial crime and wider risk frameworks.
• Proven ability to balance client outcomes, risk management and operational effectiveness.
• Excellent stakeholder management skills, with the ability to influence and collaborate across multidisciplinary teams.
• Experience of product governance, product lifecycle management or proposition development within a banking or financial services setting.
• A track record of aligning delivery with strategic growth objectives.

Rewards for you:

• A senior, high-visibility role with genuine ownership of a growing lending proposition.
• Bonus: discretionary annual bonus opportunity.
• Benefits: competitive package including private medical cover and flexible working options.
• Culture: a collaborative, inclusive environment where expertise and commercial judgement are genuinely valued.
• Development: real scope to shape the product agenda and progress your career within a respected bank.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Up to £70,000 plus excellent bonus and benefits

Hybrid working (3 days in the office, 2 days WFH)

Candidates will need proven experience of operating within a regulated lending environment, with a strong working knowledge of MCOB, Consumer Duty and product governance

A well-established bank with a growing lending franchise is seeking a Senior Product Manager to take strategic ownership of its mortgage and regulated lending propositions. Based in Edinburgh, this is a high-profile role within the Product & Proposition function, reporting directly to the Head of Product & Proposition.

You will own the strategic roadmap for regulated lending products and the client journeys that sit around them, from proposition design through to servicing, retention and collections. This is a role for someone who can balance commercial performance with fair value and good client outcomes, while holding the regulatory framework together across MCOB, Consumer Duty affordability and vulnerability expectations, conduct risk and T&C.

Working cross-functionally with Credit Risk, Underwriting, Compliance, Operations and Technology, you will act as the senior subject matter expert for mortgage and regulated lending products across regulatory, operational, conduct and customer dimensions.

Key Responsibilities of the Regulated Lending Senior Product Manager to include:

• Product Ownership: own the strategic roadmap for mortgage and regulated lending products, leading the design, enhancement and optimisation of propositions, processes and digital capabilities.
• Client Outcomes: ensure products and lending journeys deliver fair value, good client outcomes and appropriate client support throughout the lifecycle.
• Product Governance: oversee new product approvals, product reviews, pricing changes, policy alignment and product withdrawal considerations.
• Change Delivery: drive regulatory, operational and strategic change initiatives through agile and governance frameworks.
• Performance Monitoring: monitor product performance through MI, customer insight, arrears trends, complaints data, conduct indicators, operational metrics and commercial measures.
• Credit Risk Partnership: partner with Credit Risk and Underwriting to align risk appetite, lending policy, operational execution and customer experience.
• Journey Optimisation: support optimisation of onboarding, affordability assessment, servicing, retention and collections processes.
• Controls & Resilience: ensure operational processes and supporting systems remain robust, scalable, resilient and compliant with regulatory expectations.
• Third Party Management: manage relationships with third party providers, intermediaries, valuation partners, legal suppliers and technology vendors supporting the lending proposition.
• Digital Agenda: support automation, workflow optimisation and improved client self-service capability.
• Training & Competence: maintain oversight of T&C arrangements for regulated lending activities, ensuring colleagues maintain appropriate accreditation and regulatory competence, working in partnership with Compliance, Risk and operational leadership.
• Conduct & Quality: monitor conduct, client outcomes, QA findings, complaints trends and regulatory developments to identify training needs and drive improvements in colleague capability.

Requirements for the successful candidate:

• Demonstrable experience operating within regulated lending environments is essential - mortgage product experience is particularly relevant.
• Strong regulatory understanding, including MCOB, Consumer Duty affordability and vulnerability expectations, conduct risk and financial crime obligations.
• Experience of product governance, product lifecycle management or proposition development within a bank, building society or specialist lender.
• Strong commercial awareness and a proven ability to balance client outcomes, risk management and operational effectiveness.
• Excellent stakeholder management skills, with the ability to influence and collaborate across multidisciplinary teams.
• A track record of aligning delivery with strategic growth objectives.

Rewards for you:

• A senior, high-visibility role with genuine ownership of a growing regulated lending proposition.
• Bonus: discretionary annual bonus opportunity.
• Benefits: competitive package including private medical cover and flexible working options.
• Culture: a collaborative, inclusive environment where expertise and commercial judgement are genuinely valued.
• Development: real scope to shape the product agenda and progress your career within a respected bank.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment 

Reporting to the CFO

Due to exciting growth, a fantastic opportunity has arisen to join an established provider of regulatory and compliance intelligence to the financial services sector, as they seek a Data Analytics Engineer to lead the build of its first centralised data warehouse and analytics function. The business supports banks, asset managers, and other regulated firms in interpreting and acting on complex regulation, and is now investing in the data infrastructure to match. This is a ground-up build: there is no existing data team or warehouse to inherit, giving genuine ownership of how the architecture is shaped, alongside the early-stage reality of source mapping, stakeholder alignment, and iterative delivery before the build takes shape. The role sits within Finance and works closely with Revenue Operations and Operations teams.

Key Responsibilities of the Data Analyst:

• Data Warehouse Delivery: Lead the design and build of a cloud data warehouse (e.g. Snowflake or BigQuery), from source mapping through to governed, business-ready data.
• Source System Integration: Audit and reconcile data from core systems including CRM, finance/ERP, and platform usage sources into a single, coherent data model.
• Pipelines & Governance: Define ETL/ELT pipelines and establish data governance standards - ownership, data dictionaries, quality checks, and access controls appropriate to a regulated environment.
• Semantic Layer: Build and maintain a reporting layer (e.g. dbt) that ensures consistent metric definitions across the business, such as revenue, retention, and engagement metrics.
• BI Platform Ownership: Lead the selection and implementation of a BI platform (Power BI preferred), taking it from setup through to embedded, business-wide adoption.
• Dashboard Delivery: Design and build core reporting covering pipeline, renewals, product usage, and financial performance, agreed jointly with business stakeholders.
• AI-Enabled Reporting: Establish best practice for using AI tools to support the build and maintenance of dashboards, while ensuring figures remain accurate and auditable.
• Data Arbitration: Act as the trusted source when figures from different systems conflict, resolving discrepancies and embedding the agreed logic into the reporting layer.
• Stakeholder Enablement: Train Finance, Operations, and Revenue teams to self-serve from the BI environment, and translate technical constraints into plain language for non-technical stakeholders.

Requirements of the Analytics Engineer:

• 3-6 years' experience as a Data Analyst, Analytics Engineer, or similar, ideally within a B2B SaaS environment.
• Proven experience scoping and delivering a data warehouse or lakehouse project from scratch, not just working within one already built.
• Strong, independent SQL - comfortable with complex joins, window functions, and CTEs.
• Hands-on experience with at least one modern data stack tool: Snowflake, dbt, Fivetran, Airflow, or equivalent.
• Working knowledge of CRM data structures, ideally Salesforce, including where data quality typically breaks down.
• Experience implementing and administering a BI platform (Power BI, Tableau, or Looker), including data modelling within the tool and driving user adoption.
• Practical experience applying AI tools within reporting or analytics workflows.
• Strong communication skills, with the ability to explain technical constraints clearly to non-technical stakeholders.
• Comfortable operating with ambiguity and incomplete data, and confident producing a useful answer without waiting for perfect inputs.
• Desirable: exposure to subscription/recurring revenue metrics, financial data, regulated or compliance-driven data environments, and Python or R.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.