Levrara Consulting Group
Relationship Manager
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Relationship Manager – Private Banking & Mortgages
London
Permanent (Full-Time, On-Site)
We are working with an established international bank seeking an experienced Relationship Manager to join its Private Banking team in London.
The role will focus on developing and managing relationships with High-Net-Worth clients, providing a high level of personalised banking service while supporting clients across mortgage lending, private banking and day-to-day banking requirements.
The successful candidate will have a strong understanding of the mortgage process, with responsibility for managing mortgage applications from initial client discussions through to completion, while ensuring all applications are handled accurately and in line with regulatory requirements.
Alongside mortgage lending, you will be responsible for developing existing client relationships, identifying new business opportunities and supporting the continued growth of the Private Banking portfolio.
Key Responsibilities
- Build, develop and maintain strong relationships with High-Net-Worth clients.
- Act as a primary point of contact for clients, providing a high level of personalised banking service.
- Grow existing client relationships through appropriate cross-selling and identification of new business opportunities.
- Support the growth of the Private Banking business in line with agreed commercial targets and KPIs.
- Manage and process mortgage applications in a compliant and accurate manner.
- Support clients with day-to-day banking requirements, including transfers, deposits, cash orders and other account-related enquiries.
- Maintain up-to-date client files and complete periodic reviews in accordance with KYC and CDD requirements.
- Ensure compliance with relevant AML and regulatory requirements, including sanctions, PEPs, high-risk jurisdictions and large-value transaction monitoring.
- Escalate relevant compliance and risk matters to senior management and appropriate control functions.
- Work closely with internal teams including Treasury, Operations and Settlements to ensure an efficient service for clients.
- Contribute to business planning and strategy for the wider Relationship Management and Private Banking function.
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Experience & Requirements
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- Previous experience within Relationship Management or Private Banking, ideally managing HNW client relationships.
- CeMAP qualification is required.
- Strong understanding of mortgages and the associated application process.
- Good working knowledge of UK banking and day-to-day banking products and services.
- Up-to-date understanding of AML, KYC and CDD requirements within a regulated banking environment.
- Demonstrable relationship-building and client-service skills.
- Commercial mindset with the ability to identify opportunities to develop and deepen client relationships.
- Strong communication skills and the ability to work effectively across different areas of a bank.
- Comfortable working within a target-driven environment and managing competing deadlines.
- Arabic language skills would be advantageous but are not essential.
This is an excellent opportunity for an experienced banking professional to join a relationship-led Private Banking environment with responsibility for both managing existing clients and supporting continued business growth.
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