Senior Relationship Manager

2 weeks ago


Islington, Greater London, United Kingdom JJ Search Ltd Full time
About the Role

We are seeking a highly skilled Senior Relationship Manager to join our team at JJ Search Ltd. As a key member of our team, you will be responsible for managing and expanding the mortgage and investment portfolios of GCC clients within the UK.

Key Responsibilities
  • Maintain and grow the GCC and Middle Eastern client portfolio to ensure long-term and remunerative relationships.
  • Manage and expand the mortgage and investment portfolios of GCC clients within the UK.
  • Support the delivery of the Wealth Management/Private Banking strategy and objectives.
  • Nurture relationships with clients and prospective clients, managing enquiries on a day-to-day basis.
  • Focus on maintaining a strong relationship between the client and the bank.
  • Conduct regular client reviews, attend client meetings, and prepare call reports.
  • Complete research and analysis to produce credit proposals and present these proposals.
  • Take care of the UAE offices and referred clients, ensuring all client due diligence for account openings falls within our clients' requirements.
  • Address key stages of management, wealth generation, wealth preservation, and generational planning, using appropriate internal or external expertise as necessary.
Requirements
  • Private Banking/Retail Banking experience at Relationship Manager level.
  • Experience of working with GCC HNW/UHNW clients.
  • Fluent Arabic speaker.
  • Islamic Finance Qualification held or working towards attaining (Company to sponsor).
  • Financial or management-related certification.
  • CeMap and UK recognised investment qualification is desirable.
  • Financial analysis in order to research and write credit proposals accurately.
  • An understanding of Financial Crime, KYC, and onboarding requirements.
  • Presentation skills - ability to explain complex information clearly and in a structured manner.
About JJ Search Ltd

At JJ Search Ltd, we are committed to providing exceptional service to our clients. We are a leading recruitment agency specialising in the financial services sector. Our team of experts has a deep understanding of the industry and is dedicated to finding the best talent for our clients.



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