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Introduction:

Our client, a prestigious family office in London overseeing a diverse range of investment portfolios across various asset classes, products, and global markets, is seeking a highly dynamic relationship manager to join their team.

Responsibilities:

• Build and manage a portfolio of accounts within the assigned business segment.
• Expand the portfolio by identifying new clients, cross-selling, and delivering exceptional service to major corporate clients.
• Meet personal business goals while supporting the overall performance of the team.
• Create credit proposals based on assigned authority.

Requirements:

• Holds a Bachelor's degree in Finance, Accounting, Economics, Commerce, or Marketing.
• Minimum of 5 years of relevant experience in a financial institution.
• Knowledgeable about banking products and the market.
• Strong communication abilities.
• Familiar with MS Office applications.
• Solid financial analytical skills.
• Team-oriented and cooperative.
• Open-minded, patient, and capable of working under pressure.