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On behalf of our client, an Wholesale Bank based in London, we are looking for a Relationship Manager to join their Wealth Management team. The main purpose of the role is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of clients that generate sustained revenue for Retail and/or Commercial existing and new customers. Ideal qualifications required would be RDR Level 4 - 6
Academic and professional qualifications and previous banking experience.
Management - Build, Retain and Manage a Portfolio of Clients
Identify, develop and win new relationships through personal and client referrals, and the Bank internal networks including Business Development and onshore colleagues
Achieve personal targets for new clients, assets and revenues
Actively refer relevant business to other parts of the Bank
Provide Innovative and world class financial solutions to meet client needs including:
Offer full range of banking and deposit services
Offer banking, credit and FX products to support a wide range of clients needs
identify wealth and tax planning needs referring these clients to the Banks preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients needs and expectation
Offer a range of services depending on client demands, including modelled bespoke discretionary and advisory portfolios solutions
Achieve and exceed asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
Developing and executing the strategy and driving consistent, high quality delivery.
Actively drive own Business Plan revenue and asset gathering through effective sales management. Actively support the acquisition, servicing, development and retention of clients to achieve the business plan
Take ownership for the monitoring of own risk asset portfolio
Lead by example meeting all governance standards
Identify commercial opportunities and implement solutions that enhance the client experience Inform senior management of opportunities and threats within the business environment
Ensure own book activity is managed to ensure time and focus is appropriately weighted in respect of own / client activity and on-going management
Communicate accurately with any internal department or colleagues while effectively coordinating efforts based on a One Team approach
Ensure effective governance; consistently meeting fiduciary and regulatory expectations Contribution to create an understanding of, and culture in the Wealth Management Team,
Display appropriate skills as well as the technical knowledge to act as a competent RM according to FCA Approved Persons
Ensure conformance with applicable standards, and effective remediation, management and escalation of any issues through applying an appropriate risk-based approach.
Develop relationships & cross selling opportunities with other departments of the Group to ensure clients are managed and new opportunities developed in the most appropriate way, enabling effective management of clients as required.
Build and manage portfolios of up to c.100 clients whose value held with the Bank are above
50k. Internal stakeholders included
Compliance with the FCA/PRAs Individual Conduct Rules as outlined below in this job description.
Skills and knowledge
Broad experience of the financial services industry, particularly in the areas of retail regulated products and services to high network customers, and asset management
Strong relationship skills with experience of managing and handling sophisticated needs of individuals and families
Experience of building a client-base using internal and external networks
Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions
Detailed regulatory knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
Full compliance with the FCAs statements of Principle for Code of Practice for Approved Persons Evidence competence in performing the controlled function
RDR Level 4 or 6 Academic and professional qualifications
Educated to a degree level
Minimum of 5 years work experience in similar or related role
Hold appropriate professional qualifications as an FCA Approved Person and to be compliant with requirements under RDR
Please send a copy of your CV to Barbara@bhal.co.uk or call on 0207 972 9460
Mobile: 07768 863242
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