Manage a portfolio of High Net Worth clients, delivering exceptional service while supporting business growth and maintaining strong compliance standards.
Key responsibilities:
⭐ Deliver a high-quality banking experience for your client portfolio
⭐ Follow up on new business leads and enquiries
⭐ Promote and cross-sell the bank’s products and services
⭐ Contribute to financial targets and client profitability
⭐ Maintain strong knowledge of risk appetite, policies and procedures
⭐ Conduct client risk reviews and ensure KYC/AML compliance
What you’ll need:
⭐ 5+ years’ experience in a client-facing banking role
⭐ Strong interpersonal and relationship-building skills
⭐ Level 4 (or higher) RDR compliant qualification
⭐ Proven track record of achieving financial targets
⭐ Strong risk awareness and compliance focus
⭐ Proactive, innovative and team-oriented approach
Why join:
⭐ Client-focused, relationship-driven role
⭐ Opportunity to work with high-value clients
⭐ Collaborative and dynamic environment
