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RELATIONSHIP MANAGER - PRIVATE BANKING X4

RELATIONSHIP MANAGER - PRIVATE BANKING X4

Posted 14 May by Montpellier Resourcing
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RELATIONSHIP MANAGER - PRIVATE BANKING

Prestigious Private Banking group in the City requires FOUR Relationship Managers 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
  • Strong new business development and networking experience
  • 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. Candidates with relationship management experience gained within corporate / commercial banking considered also.

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

Reference: 36936631

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