Relationship officer

4 weeks ago

City of London, United Kingdom Quantum Group Full time

We are inviting applications for Relationship Officers for an International Bank based in Manchester.

Job Purpose :

This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team.
Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)
Acquire new Customers for business bankingBusiness current, savings accounts and term deposits
Foreign Exchange and Treasury Solutions
Trade Finance including bills under collection, letter of credits, bank guarantees, SBLCs
Consolidate and grow the payments, Deposit and remittance business from the acquired portfolio of customers
Generate referrals for commercial real estate lending as well as for personal banking products

Area of responsibility:

Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank)Exporters and importers
High value local businesses (high value to be defined by the bank from time to time)
Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business.
Research the client and sector to identify possible client needs and solutions Bank can offer.
Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.
Look at setting up meetings for you and more senior colleagues.
Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generation
Work diligently on the client level data provided centrally, by meeting the clients
Daily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authority
Active participation in community events, industry forums to generate new business opportunities
Furnish daily business information to the reporting authority
Record and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authority
Liaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisition
Facilitate competitor, market and customer intelligence to various Bank's stakeholders
Plot the market opportunity and work towards increasing the banks market share in the identified segments
Processing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bank
Liaise with the base branch / branches to ensure high levels of servicing to the clients
Manage client expectations and escalations by liaising with various internal departments
Undergo all the mandatory learning modules

Key Skills and Knowledge Requirements:

Willingness to go to market daily
Sound understanding on SME and/or Business clients
Selling, Negotiating, Networking Management skills.
Strong presentation skills; ability to communicate with all levels in an organization.
Disciplined approach to documentation, deal execution and client follow up.
Self-motivated and self-driven
Good interpersonal skills and team player
Willingness to travel
Functional knowledge of FX markets, trade finance (letter of credit, bank guarantees, LCs, documentary collections

  • Relationship officer

    4 weeks ago

    City of London, United Kingdom Quantum Group Full time

    We are inviting applications for Relationship Officers for an International Bank based in Manchester. Job Purpose : This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team.Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)Acquire new...

  • Relationship Officer

    6 days ago

    City of London, Greater London, United Kingdom Quantum Group Full time

    We are inviting applications for Relationship Officers for an International Bank based in Manchester. Job Purpose : This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team. Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)...

  • Relationship Officer

    5 days ago

    City of London, Greater London, United Kingdom Quantum Group Full time

    We are inviting applications for Relationship Officers for an International Bank based in Manchester. Job Purpose : This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team. Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)...

  • Relationship Officer

    11 hours ago

    City of London, Greater London, United Kingdom Quantum Group Full time

    We are inviting applications for Relationship Officers for an International Bank based in Manchester. Job Purpose : This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team. Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)...

  • Relationship Enablement Support Officer

    3 days ago

    City of London, Greater London, United Kingdom HSBC Full time €200

    Relationship Enablement Support Officer Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. Pay Rate: £200 Per Day PAYE / Inside IR35 London (Hybrid) 6 Month contract Relationship Enablement Officer The UK Relationship Banking division manages the Bank’s existing client...

  • Relationship officer

    7 days ago

    City, United Kingdom Quantum Group Full time

    We are inviting applications for Relationship Officers for an International Bank based in Manchester. Job Purpose : This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team.Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)Acquire new...

  • Relationship Enablement Support Officer

    3 days ago

    City of London, Greater London, United Kingdom Maru Search & Consultancy, a CRG Company Full time €200

    Join a leading global bank, committed to innovative and responsive banking experiences. They value creativity, efficiency, and dedication, providing an environment where dynamic individuals can thrive and innovate. Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below. As a...

  • Senior Relationship Manager

    1 week ago

    City of London, United Kingdom BPP University Full time

    **Ensuring key client programmes run successfully to achieve client retention** The role includes proactively running and growing the client’s portfolio of programmes as well as working closely with the Service Delivery and Onboarding teams to ensure service and programme requirements are met. This role also involves working closelywith key internal...

  • Relationship Manager, Financial Institutions

    2 months ago

    City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years work experience. Our client is looking for a Relationship Manager, Financial Institutions to join their team on a permanent basis. Hybrid working is 4 days in office and 1 day at home. Role: The successful candidate will manage and develop relationship with Financial Institutions clients,...

  • Relationship Manager, Financial Institutions

    1 month ago

    City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years work experience.Our client is looking for a Relationship Manager, Financial Institutions to join their team on a permanent basis. Hybrid working is 4 days in office and 1 day at home.Role:The successful candidate will manage and develop relationship with Financial Institutions clients, execute...

  • Mortgage Client Relationship Manager

    1 month ago

    City of London, United Kingdom Just Us Financial Solutions Full time

    Experienced career mortgage professional required. Join a busy firm of City financial planners and mortgage brokers. We are offering a great opportunity to progress your career! Are you committed to the mortgage industry and intent of developing your career? Are you an aspiring mortgage broker or do you see your future on the administration, paraplanning...

  • Relationship Manager, Loans Syndication

    1 month ago

    City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years UK banking or similar financial institution experience. Our client is looking for a Relationship Manager, Loans Syndication person to join their team on a permanent basis. Role: The successful candidate will take a leading role with the team head in growing and delivering the expansion plan in...

  • Relationship Manager, Loans Syndication

    1 month ago

    City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years UK banking or similar financial institution experience.Our client is looking for a Relationship Manager, Loans Syndication person to join their team on a permanent basis.Role:The successful candidate will take a leading role with the team head in growing and delivering the expansion plan in...

  • Client Relationship Officer

    1 month ago

    London, United Kingdom PICTET Full time

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.A position is open for a...

  • Relationship Enablement Officer

    4 days ago

    London, United Kingdom HSBC Full time

    -Job description **Who is HSBC Innovation Banking?** HSBC Innovation Banking is the power behind the UK’s forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO typically within the...

  • Relationship Support Officer

    1 week ago

    London, United Kingdom Market Talent Ltd Full time

    _**We are working with an international Commercial Bank who are seeking a Relationship Support Officer to join a team in supporting the banks RMs in client portfolio management.**_ **Job Purpose** The Relationship Support Officer is primarily responsible for assisting the Relationship Manager in client portfolio management. The Job holder will become...

  • Partnership Relationship Officer

    7 days ago

    London, United Kingdom BPP Professional Education Group Full time

    **General information**: **Reference **:006789 **Publication end date **:22/02/2024 **Close Date**: 22/02/2024 **Vacancy details**: Applicants must provide evidence of their right to work in the UK as BPP is unable to provide visa sponsorship **Job Profile**: Administration - Administrative Roles **Title**: Partnership Relationship Officer. **Contract...

  • Fine Art/history Grad

    13 hours ago

    City of London, United Kingdom Morgan Spencer Full time

    **Fine Art/History Grad - Client Relationship Exec West London £25,000-£35,00 DOE This role will be office based during training period then hybrid. THE COMPANY**: Our client, a leading image licensing and royalties company based in West London are looking for a Client Relationship Executive to work within their fine art and history department. You will be...

  • Agency Lead

    1 month ago

    London, United Kingdom Client Relationship Consultancy Full time

    CRC is an established global relationship consultancy with offices in Boston, London, Munich, Sydney and Singapore. Our clients are the world's leading communications agencies, including every major agency group. We provide relationship intelligence and consultancy to enable agencies to strategically manage their client relationships and achieve their own...

  • FI Relationship Manager, Trade Finance, Senior Associate

    1 month ago

    City of London, Greater London, United Kingdom dnevo Partners Full time

    My client is based in the City of London are looking for somebody to join their Financial Institutions team within our Front Office. This client offers some market leading benefits including a great pension, more than average annual leave, cash benefits options plus a hybrid working model. They have also just had an office refurbishment which makes those...