Senior Relationship Manager

Job Title:

Senior Relationship Manager - UK

Location:

United Kingdom

The Senior Relationship Manager will be responsible for developing, managing, and retaining a portfolio of high-net-worth clients, building long-term relationships that drive sustained revenue growth. The role involves providing tailored banking, lending, and wealth management solutions, ensuring clients receive high-quality, compliant, and holistic financial advice.

• Originate new business through referrals, networking, and partnerships across relevant markets and sectors.
• Build, manage, and retain a portfolio of affluent and high-net-worth clients, ensuring exceptional client satisfaction and long-term loyalty.
• Maintain regular, proactive engagement with clients to understand evolving financial needs and provide suitable solutions.
• Collaborate with internal teams and external partners to deliver a seamless, end-to-end client experience.
• Develop cross-selling opportunities by working closely with other business units across the organisation.

• Achieve targets for new client acquisition, assets under management, and revenue generation.
• Deliver innovative, client-centric financial solutions across banking, lending, deposits, credit, and FX products.
• Identify wealth and tax planning opportunities, referring clients to appropriate wealth planning, fiduciary, and estate planning partners.
• Offer investment solutions including discretionary and advisory portfolio management through internal or partner-managed services.

• Achieve and exceed business targets while maintaining strong cost discipline and risk control.
• Lead strategic initiatives to strengthen the client proposition and enhance overall business performance.
• Monitor the credit and risk exposure within the client portfolio and ensure adherence to internal limits.
• Identify new commercial opportunities and implement initiatives that enhance client experience and profitability.

• Ensure all activities comply with UK regulatory standards including FCA and PRA requirements.
• Maintain high standards of client due diligence (CDD), Know Your Customer (KYC), and Treating Customers Fairly (TCF).
• Ensure effective documentation, client record-keeping, and portfolio review processes
• Support a culture of compliance, integrity, and accountability across all business activities.

• Promote a client-centric culture focused on exceptional service delivery.
• Ensure clients receive timely, transparent, and professional advice aligned with their financial objectives.
• Leverage digital and relationship-based channels to enhance client engagement and accessibility.

• Work closely with internal teams, product specialists, and management to deliver comprehensive financial solutions.
• Support business development initiatives and participate in change and transformation programmes that enhance client service delivery.

• Minimum of 5 years’ experience in a similar role within banking, private banking, or wealth management.
• Strong relationship management skills with the ability to handle the complex financial needs of high-net-worth clients.
• Demonstrated experience in client acquisition, portfolio management, and cross-functional collaboration.
• Deep understanding of UK financial and regulatory requirements, including FCA conduct standards.
• Proven ability to identify and deliver tailored financial and investment solutions.
• Excellent communication, presentation, and interpersonal skills.
• Strong organisational discipline with the ability to manage multiple priorities effectively.
• Entrepreneurial mindset combined with a collaborative and team-oriented approach.

• Bachelor’s degree in Finance, Business, Economics, or a related discipline.
• Relevant professional qualifications (e.g., CISI, CFA, or equivalent) and FCA certification where applicable.

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