Relationship Manager – Private Banking - CER Financial

Relationship Manager – Private Banking

West End

Permanent

£70,000 – 5 days in the office

cer Financial are partnering with a prestigious international bank based in the City of London in the search for a Private Banking Relationship Manager to join their growing team on a permanent basis.

The responsibilities of thew candidate will include:

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.

The successful candidate will have:

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.