Relationship Manager Private Bank

1 month ago


London, United Kingdom XB Consultants Full time

Job Description

Relationship Manager Private Bank – London-based position

The mission of the Lending department is to provide credit services including cash management,

transaction banking, treasury and financing products, while preparing all the credit applications

of all the bank’s units.

You will be the main go-to person for Lending in the London Branch

Main Duties and Responsibilities:

  • Prepare all credit application material for submission to the relevant Credit Committees.
  • Liaise with RM’s to gather all sufficient information for annual reviews, amendments or

new requests.

  • Execute Corporate Banking client’s transactions (FX deals, payments, Letters of Credit,

etc)

  • Update where necessary clients’ legal documentation in liaison with the Account
  • Officers and Client Documentation Unit
  • Monitor the day-to-day clients’ requests and respond in collaboration with the Account

Officers

  • Follow up excesses or discrepancies and necessary measures to be taken for their

coverage in collaboration with the Account Officers

  • Input or update client’s data (KYCP) wherever necessary
  • Assist in the preparation of internal reporting

Requirements:

  • At least a Bachelor Degree or equivalent in Economics, Banking/Finance or Legal. Post

grad degrees will be considered an advantage.

  • Excellent MS Office skills (Excel, Word, PowerPoint)
  • 5 years of experience in Lending/Credit
  • Fluent in English and Greek is a plus
  • MiFID II certification is a plus
#J-18808-Ljbffr

  • London, United Kingdom Rebecca Poulter Recruitment Limited Full time

    We have an excellent opportunity for a Client Support Officer to work in this Private Bank in Mayfair, London. You should have proven private banking experience, with solid banking products and service experience, working in a certified role, qualified in either or both arranging regulated mortgages (CeMAP and investments at least IAD or...


  • London, United Kingdom JPMorgan Chase Bank, N.A. Full time

    The Communications Officer for the Private Bank in Europe, the Middle East & North Africa (EMEA), is an integral part of J.P. Morgan's global corporate communications team. Reporting dually to the Chief Communications Officer for J.P. Morgan Asset & Wealth Management, who is based in New York, and the Private Banking EMEA Leadership Team, you will have...

  • Private Banking

    4 weeks ago


    London, United Kingdom Sang Zarrin Full time

    Job Description Are you a visionary leader with a passion for private banking? Seize the opportunity to helm our client's esteemed boutique institution's private bank, based in the vibrant heart of London. Join us as they set new standards of excellence and embark on an exciting journey of growth and innovation. Why Lead With Them? # Prestigious...


  • London, United Kingdom Cynergy Bank Limited Full time

    Hybrid Working Pattern - 3 days in Office & 2 WFH Cynergy Bank is the UK’s human digital bank serving the needs of ‘scale up’ or medium sized and fast-growing SMEs; high net worth and mass affluent individuals, in essence those market segments that still value human service enabled by great technology. We recognise that professional and personal...

  • Private Banking

    2 weeks ago


    London, United Kingdom Arbuthnot Latham Full time

    *** **Job Purpose** - Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients - Build profitable relationships with a cross-section of HNW Clients by understanding clients’ requirements and increasing the penetration of products and services to them -...


  • London, United Kingdom Rebecca Poulter Recruitment Limited Full time

    We are looking for a Relationship Managers Assistant to assist the RMs with banking and client related administration, transfers, payments, FX, monitoring and fixing of bank deposits, processing of purchases and securities sales. Interact with clients daily, compliance, operations and offshore entities as required. Support managers in acquiring new and...

  • Private Banker

    4 weeks ago


    London, United Kingdom Redstone Private Banking Full time

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...


  • London, United Kingdom Deutsche Bank Full time

    **Job Title **Head of International Private Bank (IPB) Operations United Kingdom (UK) **Location **London **Corporate Title **Vice President Deutsche Bank Wealth Management is one of the largest Wealth managers worldwide. We offer a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of...

  • Relationship Manager

    4 weeks ago


    London, United Kingdom Bank of China Full time

    Corporate Banking is a client facing department who is responsible for marketing, onboarding and ongoing management of the client relationship, providing loan business to the clients as well as promoting ancillary business according to the Bank’s business strategy and risk appetite. As a Relationship Manager - Utilities, you will participate in the...


  • London, United Kingdom Sang Zarrin Full time

    Job Description Are you a visionary leader with a passion for private banking? Seize the opportunity to helm our client's esteemed boutique institution's private bank, based in the vibrant heart of London. Join us as they set new standards of excellence and embark on an exciting journey of growth and innovation. Why Lead With Them? Prestigious...


  • London, United Kingdom Weatherbys Banking Group Full time

    **PRIVATE BANK ASSOCIATE** Are you looking to step into the world of Private Banking? Do you have a passion to develop and build client relationships? Are you looking to grow and develop in a business that will invest in you? We are currently looking for Private Banking Associate to join us a on a full time, permanent basis at our offices in London. You...

  • Private Banking

    4 weeks ago


    London, United Kingdom Arbuthnot Latham Full time

    *** **Job Purpose** - You will work with a Director or Senior Private Banker on a partnership basis, to build and develop a portfolio of profitable client relationships. - Identify and take forward any new business opportunities associated with these clients to enhance the revenue of your team over time - Develop a network of business introducers to further...


  • London, United Kingdom 0840 Deutsche Bank Aktiengesellschaft, Filiale London Full time

    Description : Job Title Corporate and Private Bank Strat Location London Corporate Title Associate Group Strategic Analytics is part of Group Chief Operation Office (COO) which acts as the bridge between the Bank’s businesses and infrastructure functions to help deliver the efficiency, control, and transformation goals of the Bank. Strats...


  • London, United Kingdom Crown Agents Bank Full time

    Job DescriptionThe team are driving the core new to bank revenue growth for the business and has made FX & payment services a key focus area for the bank more broadly in terms of product capabilities. The bank is firmly establishing itself as a leading provider of emerging market currencies & payment services to FinTech, payment & remittance companies across...


  • London, United Kingdom Cynergy Bank Limited Full time

    Hybrid Working Pattern - 3 days in Office & 2 WFH Cynergy Bank is the UK’s human digital bank serving the needs of ‘scale up’ or medium sized and fast-growing SMEs; high net worth and mass affluent individuals, in essence those market segments that still value human service enabled by great technology. We recognise that professional and personal...


  • City of London, Greater London, United Kingdom Mashreq Full time

    Job Purpose: Is this your next job Read the full description below to find out, and do not hesitate to make an application. Assist in building a Corporate unit within Mashreqbank PSC, London Branch (“MBUK”), whilst managing credit structuring: including for bilateral, syndicated & structured facilities, and also non-lending transactions, and overall...


  • London, United Kingdom Weatherbys Banking Group Full time

    **PRIVATE BANK ASSOCIATE** LONDON Are you currently stuck in a rut unsure of where the future is going to take you? Maybe you have always dreamed of a job in financial service but never quite found that opportunity? Maybe you have the qualifications needed but not yet the experience? Life is full of questions, some easier to answer than others but what we...

  • Private Banking

    2 weeks ago


    London, United Kingdom City Recruitment Associates Full time

    Banking - Real Estate Lending Junior Client Relationship Officer - Hybrid 3 days on-site London EC3 Salary range £23-30k DOE + bonus & benefits Job description: Business Development To promote and support the aims of the Bank and the wider Group. To develop and maintain an effective working relationship with the team to whom you report. To...

  • Private Banking

    21 hours ago


    London, United Kingdom City Recruitment Associates Full time

    Job Description Banking - Real Estate Lending Junior Client Relationship Officer - Hybrid 3 days on-site London EC3 Salary range £23-30k DOE + bonus & benefits Job description: Business Development To promote and support the aims of the Bank and the wider Group. To develop and maintain an effective working relationship with the team to whom...

  • Private Banking

    2 weeks ago


    London, United Kingdom City Recruitment Associates Full time

    Banking - Real Estate Lending Junior Client Relationship Officer - Hybrid 3 days on-site London EC3 Salary range £23-30k DOE + bonus & benefits Job description: Business Development To promote and support the aims of the Bank and the wider Group. To develop and maintain an effective working relationship with the team to whom you report. To...