AVP, Relationship Manager

Our client is seeking a Relationship Manager who will provide an exceptional level of service for a portfolio of local and international High Net Worth Private Clients. In this role, you will ensure a high-quality banking experience for your client portfolio, follow up on inbound leads and inquiries for new products and services, and demonstrate comprehensive knowledge of the bank’s products and services. You will also be responsible for contributing to the financial targets of the bank, understanding the bank's risk appetite, and adhering to policies and guidelines. This position involves positive cross-departmental coordination to deliver effective service and assessing client risk to ensure timely and accurate completion of periodic risk reviews, while addressing any KYC (Know Your Customer)/AML (Anti-Money Laundering) shortfalls.

Job Duties:

• Ensure a high-quality banking experience for your client portfolio.
• Follow up in-bound leads and enquiries for new products and services.
• Display comprehensive knowledge of the bank’s products and services.
• Contribute actively towards the bank’s financial targets and profitability of your clients.
• Maintain a clear understanding of the bank's risk appetite, policies, and guidelines.
• Facilitate positive cross-departmental coordination to deliver highly effective service.
• Assess client risk to ensure timely and accurate completion of periodic risk reviews.
• Address any KYC/AML shortfalls and ensure adherence to relevant regulations and bank policies for your clients.

Job Requirements:

• Minimum of 5 years' experience in a front office client relationship role or equivalent.
• Excellent interpersonal skills.
• Level 4 or higher RDR compliant investment qualification.
• Proven track record of collaborative teamwork.
• Successful experience working towards financial targets.
• High degree of risk awareness and compliance orientation.
• Strong ability to build long-lasting and mutually beneficial client relationships.
• Proactive in suggesting new ideas, innovations, or process changes to meet client requirements.
• Ability to think outside the box and embrace change and the unexpected.

What You’ll Love:

Our client offers a supportive and dynamic working environment that encourages professional growth and development. You will have the opportunity to work with a diverse range of clients while being part of a team that values collaboration and excellence in service delivery.

Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.