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Permanent

Relationship Manager

London
money-bag £80,000 per annum
Posted 2 weeks ago

Overview

Are you ready to take your career to the next level with an innovative and forward-thinking financial services provider? We\''re partnering with a dynamic organisation that is reshaping the industry and committed to delivering exceptional client experiences. This is an exciting opportunity to work as a Relationship Manager in a fast-paced, collaborative environment where your contributions will be valued, and your career growth is a top priority. The role will pay up to £80,000, excellent benefits and is based in Central London.This is an exciting opportunity for a Relationship Manager to help provide day-to-day support for Relationship Managers, completing CDD reviews, account opening and payment tasks.What is expected of the Relationship Manager?

Comply with Regulatory and AML policies - this involves sanctions screening, PEP activity, large value transactions and high-risk country monitoring.Further investigations to ensure activity of customer falls in line with CDD/KYC protocols.Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS.Process all mortgage applications in a compliant manner, without errors and right first time.Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.Ensure compliance with laws and regulations relevant to responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.Ensure, where possible, customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.Ensure customers\u2019 requests are completed - whether they are transfers, cash orders, cheque books, depositing cash and enquiries.Meet all customer and performance KPI\u2019sPoint of contact for customersEscalate risk matters to appropriate senior managersAs part of your self-development manage a small portfolio of customers, getting to know them ensuring that where appropriate they have online banking access, debit cards and are aware of the products and services we offer.Achieve financial and non-financial objectives setWhat we look for in a Relationship Manager?

Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations)Certified RoleWorking knowledge of day-to-day banking activitiesGood knowledge in using the bank’s core operating systemsCommunication skills with colleagues and customersAbility to work under pressure and meeting deadlinesWhat the Relationship Manager will receive?

Up to £80,000 and Employee benefits packageA great work environment in a wonderful Central London locationThe opportunity to learn, progress and enhance your skillsSeniority level

Mid-Senior levelEmployment type

Full-timeJob function

Product ManagementBusiness DevelopmentCustomer ServiceIndustries

BankingFinancial ServicesInvestment ..... full job details .....

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