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Relationship Manager
2 months ago
We are seeking an experienced Relationship Manager to join our team at Cameron Kennedy. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and promoting our services and products.
Key Responsibilities:- Enhance and develop business relationships between the bank and its High Net Worth and VIP customers to develop existing business or attract new business.
- Market the Bank's Private Banking services and products to existing and potential customers in accordance with the marketing strategies and plans agreed upon with the Head of Department.
- Explore new commercial and residential investment opportunities in the UK real estate market introduced to the bank, to be offered to customers.
- Prepare and submit adequate credit applications related to residential or commercial property purchases for approval at the appropriate sanctioning level and manage their implementation in accordance with the bank's Credit Policy.
- Manage the post-sanction facility implementation process to include, if required, obtaining relevant documentation, due diligence, etc in accordance with the bank's Policies and Procedures.
- Supervise post-sanction facility implementation process to include, if required, obtaining relevant documentation, due diligence, account opening and facility draw-down procedures.
- Ensure that individual customer records are maintained up to date at all times and customer files are reviewed annually in accordance with the Bank's KYC requirements and to ensure compliance with Money Laundering regulations at all times.
- Ensure that customers' complaints and problems handled in accordance to the bank's complaints policy, solved promptly and satisfactorily and to submit to Senior Management reports regarding any problems as well as keeping them well informed of all developments and the relationship between the client and the Bank.
- To gather information and data on competitors and products, services, and other activities and to appraise and interpret its significance to Head of Department.
- To make sure that the cash in the Department's vault is kept safe at all times and in compliance with the auditor's recommendations and the Bank's policies and procedures.
- To prepare regular and special reports to departmental management in the required format, and in an accurate and timely manner.
We are looking for a highly motivated and experienced Relationship Manager to join our team. If you have a strong background in relationship management and a passion for delivering exceptional customer service, we would love to hear from you.
