An established private banking business is seeking an experienced Relationship Manager to manage and grow a portfolio of High Net Worth clients. This is an excellent opportunity for a relationship-focused professional who enjoys delivering exceptional client service while balancing commercial objectives, regulatory requirements and risk management responsibilities.
What You’ll Do
- Manage and develop a portfolio of High Net Worth private clients, delivering a first-class client experience.
- Build long-term client relationships, acting as a trusted point of contact and advisor.
- Identify opportunities to introduce additional products and services that meet client needs.
- Collaborate with internal teams to ensure seamless delivery of banking and wealth management solutions.
- Conduct client reviews and maintain KYC, AML and regulatory requirements across the client portfolio.
- Monitor portfolio performance and contribute towards business growth and revenue objectives.
- Assess and manage client risk in line with internal policies and regulatory expectations.
- Support initiatives that enhance client service, operational efficiency and business performance.
What You’ll Need
- Proven relationship management experience within private banking, wealth management or financial services.
- Professional investment or wealth management qualification (Level 4 or equivalent preferred).
- Strong client relationship and stakeholder management skills.
- Demonstrable experience working towards business development and financial targets.
- Sound understanding of AML, KYC, risk management and regulatory requirements.
- Commercially minded with the ability to identify growth opportunities.
- Excellent communication, influencing and interpersonal skills.
- A proactive and collaborative approach with a commitment to delivering outstanding client service.
Why Join?
- Manage a diverse portfolio of High Net Worth local and international clients.
- Join a collaborative and well-established private banking team.
- Opportunity to further develop relationship management and business development expertise.
- Exposure to a broad range of banking and wealth management solutions.
- Competitive salary and benefits package.
- Clear opportunities for professional growth and career progression.
More information about this role is available upon request – contact the team today for further details.
