Relationship Manager

Posted 08 March 2024
Salary £45000 - £55000 per annum + Hybrid + Benefits
LocationCity of London
Job type Contract
Discipline Banking Operations
Contact NamePaul Butterfill

Job description

Our client, a London based Private Bank who offer Hybrid working currently seek a Private Banking Relationship Manager on an initial 9 Month Fixed Term contract basis

As a Relationship Manager your key responsibilities will be to deliver a first-class professional service to the HNW and UHNW client base.

The successful candidate will be responsible for a portfolio of predominantly Greek Private banking clients so fluency in Greek is essential for this role

As a Relationship Manager you will be responsible for ensuring, where possible, that all clients financial requirements/needs are met from the Bank's resources and at the same time maximizing the income and profitability of the customer base within the portfolio of clients under your responsibility

Other Key Responsibilities

  • Achieve your individual income objectives and contribute to the team achieving its income objectives and targets and ensure commission, margin and fee income is maximised.
  • Drive new business, increase Fixed Deposits and new account openings
  • On-board new Private Banking clients
  • Proactively manage and develop the client relationships within your assigned portfolio of affluent and corporate clients.
  • Expand your own client portfolio by on boarding new clients
  • Build & maintain strong relationships with Private Banking Managers in Greece.
  • Work towards serving joint clients together and collaborate in enhancing existing client relationships and produce new client referrals
  • Authorise client outward payments
  • Ensure controls and procedures are adhered to maintain compliance with all regulatory and prudential requirements of all regulators, this includes undertaking Periodic Reviews and Event Driven Reviews of client relationships as scheduled / triggered, in order to refresh risk ratings, ensure that the KYC records are maintained in line with procedures.

Essential Technical Skills

  • Fluent Greek speaker
  • Previous Relationship Management/Private Banking experience with Greek HNW/UHNW clients
  • Excellent working knowledge of a full range of private banking products including deposits, treasury instruments, structured investments, equities, bonds, mutual funds, foreign exchange, offshore trust and company services.
  • Business and Market awareness.
  • Investment Analysis and Risk.
  • Robust understanding of Banking Procedures and Asset Management.
  • PC/Excel/PowerPoint skills.