IPOE Consulting
Private Banking Relationship Manager
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Prestigious International Bank based in London, is seeking to appoint an additional Relationship Manager to join its growing Private Banking division.
This hire forms a key part of the bank’s strategic growth agenda for 2026 and will play a central role in strengthening client coverage, enhancing service delivery, and supporting the continued expansion of the Private Banking business.
Key Accountabilities
- Develop, manage, and deepen long-term relationships with high-net-worth individuals (HNWIs), serving as their primary point of contact and ensuring their financial needs are consistently understood and met.
- Identify opportunities to grow client portfolios through effective cross-selling and up-selling of the Bank’s products. Achieve assigned revenue and asset growth targets by acquiring new clients and expanding existing relationships.
- International Travel every other month is required to support relationship development, conduct client meetings, and coordinate with regional stakeholders.
- Ensure strict compliance with all regulatory and Anti-Money Laundering (AML) policies. This includes conducting sanctions screening, monitoring Politically Exposed Person (PEP) activity, overseeing large-value transactions, and tracking activity involving high-risk countries. Investigate customer activity to ensure alignment with CDD/KYC protocols and escalate significant exceptions to Operations, MLRO, or senior management as appropriate.
- Collaborate effectively with internal teams such as Treasury, Settlements, and Operations to deliver high-quality, seamless service to clients.
- Maintain accurate and up-to-date customer files, conducting periodic reviews to assess the adequacy of presented documentation and KYC information.
- Proactively inform clients of any changes to account terms or services provided by the Bank, where applicable.
- Ensure timely and accurate execution of client requests, including transfers, cash orders, cheque book issuance, cash deposits, and general enquiries.
- Consistently meet or exceed individual performance KPIs and customer service standards.
- Assist in the development of business strategies and budgets related to Relationship Management activities and the broader Private Banking department.
- Identify and escalate potential risks or compliance concerns to the appropriate senior managers promptly.
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The Ideal Candidate
- At least 5 years of proven experience in a customer service role within a retail financial services/Banking environment, with a strong track record of client satisfaction and relationship management.
- Up-to-date understanding of Anti-Money Laundering (AML) regulations, including JMLSG guidance, FCA rules, the 3rd EU Money Laundering Directive, and The Money Laundering Regulations.
- Excellent verbal and written communication abilities, with the confidence to interact effectively with clients and colleagues.
- Demonstrated ability to work efficiently while meeting all compliance standards and maintaining a high level of accuracy.
- Practical working knowledge of day-to-day banking activities and familiarity with core banking operating systems.
- In-depth knowledge of retail banking products and associated compliance requirements.
- Educated to degree level in relevant financial qualification or equivalent experience in a related role or industry.
- CEMAP qualification is desirable.
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Additional Requirements
- Candidates must also have the right to work in the UK. I’m afraid sponsorship isn’t offered for this position.
Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.
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