Relationship Manager - Private Banking

Job Location



Type of Job

Published Date

7 June 2021, 19:00:00

London + home working

About the job

Our client is a highly respected niche private bank. They are now seeking to bring in an experienced Private Banking Relationship professional. The role will consist of business development (building relationships with professional intermediaries and prospective and existing customers) as well as managing a portfolio of customers, where you will be responsible for their banking needs.

In return our client is offering a highly competitive basic salary of c £80-120,000 DOE with c 20-25% bonus. In addition there is 20% NCP, life ins, healthcare and 28 days holiday + other benefits.

Whilst the role is London-based our client is able to consider candidates who can commute or stay in London for periods of time in the week combined with some home working. If you are looking for a new challenge and fit the criteria for this role we would like to hear from you.


What you will bring to the role:

  • Proactive self-starter, possessing entrepreneurial flair, with a desire to constantly develop.

  • Able to work individually as well as in a close team.

  • Able to work flexibly, subject to the demands of business development.

  • Able to understand the values and ethos of the bank and act as an effective ambassador of the brand.

  • Able to develop effective relationships internally with all departments of the bank, and to communicate well with internal stakeholders regarding progress and any challenges.

  • Highly articulate, with a good command of English (both verbal and written), with excellent communication and presentation skills.

  • Able to carefully balance the demands of business development and the management of existing customer relationships.

  • Excellent numeracy skills.

Necessary experience or qualifications:

  • A proven track record of successful relationship management or looking to progress to a relationship manager from within a private Banking arm.

  • Be able to demonstrate a working knowledge of macro economics, UK financial markets and associated products.

  • Strong credit skills; able to manage routine lending propositions.

  • Ability to generate new business through networking and customer management.

  • Has gravitas; credible as a supervisor and a bank ambassador.

  • Strong EQ. Can develop functional and productive business relationships.

  • Tenacious and capable in finding excellent solutions to financial challenges.

  • Effective in control and oversight.

  • Self-motivated and committed to personal and subordinate development.

  • Ideally educated to degree standard with ACIB/BSc in Financial Services or equivalent.

  • A minimum of 2 A levels grades A-C or equivalent qualification.

  • CeMAP qualification and a desire to undertake other relevant professional qualifications are essential.

  • Obtain and maintain an Individual Certificate of Fitness and Propriety that will be issued by the bank annually. The bank will set such conditions as may be required by the PRA/FCA or market/best practice for the award of a Certificate of Fitness from time to time.

  • Be able to develop and maintain a number of intermediary relationships, generating a material business flow.

  • Ensure customer service excellence.

A fundamental requirement of this role is that it is a regulated activity and in scope of the Certification Regime. It is therefore subject to the Conduct Rules set by the FCA/PRA and such ongoing training and competence requirements as required by the FCA/PRA and the bank from time to time. This includes passing an annual fitness and propriety assessment.


£80,000 - £125,000 per annum + bonus, negotiable

About us

Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.

​We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.

We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry. Please get in contact with us today.