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Relationship Officer HNW CeMap
Job type: Permanent

£24,000- £30,000
We are seeking to recruit a Relationship Officer for our client a leading International Retail Bank in London. The role of the Relationship Officer will be to work closely with the International Premium Banking team offering Banking products to High Net Worth customers including Mortgages and contribute to the group effort in completing tasks laid out:- Responsibilities:- Ensuring that customer’s accounts are duly processed and opened Ensuring that customers are promptly advised of account details to ensure they are duly funded and responsibly operated Proactive follow up on all outstanding transactions/documentations Ensure annual review of all HNI files are carried out for head of department review and sign off Ensure regular meeting notes/new customer information are included in customer files for proper regular file updates Ensure complete and chronological filing system for easy retrieval Daily monitoring of account transactions for large and unusual items Attending to customer enquiries on account opening and transactions after observing proper customer identification procedures Transaction monitoring Process Mortgage applications for customers, Deal closely with customers to help resolve any problems Prepare presentations for MPR and BPR Ad hoc duties Skills and knowledge: ? University Degree ? CeMAP level 3 qualified or willing to work towards qualification. ? Team player, ability to do set tasks with accuracy, speed and willingness ? Courteous, strong client orientation ? Good grasp of Microsoft Office (Word, Excel, Powerpoint) ? Numerate, analytical, able to write business emails Please send a copy of your CV to or call on 0207 972 9460 Mobile: 07768 863242
Ref: BH15757 Location: West End

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