Relationship Manager

London, London Jordan International Bank Plc

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Job Description

The Role

As an experienced Private Banker with a proven track record in building and managing high-net-worth client relationships. Skilled in delivering tailored financial solutions, growing assets under management, and driving revenue through strategic cross-selling. Passionate about helping clients achieve their financial goals while exceeding performance targets.


Responsibilities

  • Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high risk country monitoring. Further investigations to ensure activity of customer falls in line with CDD/KYC protocols. Liaising with OPS, MLRO & senior management of any significant exceptions.
  • Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS.
  • Process all mortgage applications in a compliant manner, without errors and right first time.
  • Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.
  • Ensure compliance with laws and regulations relevant to aforementioned responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.
  • Ensure, where possible. customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.
  • Ensure customers’ requests are completed- whether they are transfers, cash orders, cheque books, depositing cash and enquiries
  • Meet all customer and performance KPI’s
  • Assist in formulate appropriate business strategy/budget for RM activities/ PB department
  • Point of contact for JIB customers
  • Escalate risk matters to appropriate senior managers
  • Other adhoc tasks as required


Experience Required

  • CEMAP qualified (Desireable)
  • Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations)
  • Certified Role
  • Arabic written and spoken (preferred)
  • Working knowledge of day-to-day banking activities
  • Good knowledge in using the bank’s core operating systems
  • Communication skills with colleagues and customers
  • Ability to work under pressure and meeting deadlines


What we offer:

  • Competitive salary and Employee benefits package
  • A great work environment in a wonderful Central London location
  • The opportunity to learn, progress and enhance your skills


A Career at Jordan International Bank

Jordan International Bank was established in 1984 in response to a clear demand for a financial institution that could combine experience, knowledge and cultural understanding across two continents to fulfil client’s financial needs. Over three decades the bank has evolved from those founding principles to offer a full range of retail and investment banking services to its clients.

Working for JIB means that you join a team that are passionate about delivering the best for its customers, both internal and external.

JIB is an equal opportunity employer that values and supports diversity in the workplace, respecting everyone in the organisation as an individual. We pride ourselves on promoting an inclusive environment where everyone feels able to participate and achieve their potential.

Our size, around 50 employees, all based in our office in the heart of St James, means that every employee is able to make a positive impact but also enables them to have a breadth of knowledge rather than having to be specialists on one area with the chance of greater responsibility.

This advertiser has chosen not to accept applicants from your region.

Relationship Manager

NW14SA London, London London Business School

Posted 4 days ago

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Job Description

Permanent
Summary

Be the connector who opens doors for future finance leaders

London Business School are hiring a new Relationship Manager to join our Careers team. You will develop and manage employer relationships across finance sectors (including Real Estate and Impact Investing), create new opportunities for our students, and deliver high‑quality, recruitment‑focused events and insights. You'll be a visible ambassador for LBS with employers, industry bodies and internal stakeholders.

If you love meeting people, spotting opportunities and turning conversations into lasting relationships, this role is for you.



Package

London Business School; a global and vibrant business community based in two of the world's most dynamic cities, London and Dubai. It's where extraordinary minds and diverse perspectives connect, to have a profound impact on the way the world does business and the way business impacts the world. We offer best in class hybrid learning to our students and participants, whilst creating a flexible, supportive and dynamic working environment for our people to excel in, whatever their location.



Main Responsibilities

  • Build, grow and manage relationships with finance employers to increase internships and full time opportunities for LBS students and alumni.
  • Develop a target company list and outreach plan; nurture a robust pipeline of new partnerships and repeat engagement.
  • Advise employers on recruitment timelines and methods; ensure job postings and on campus activity run smoothly and deliver value.
  • Lead and project manage recruitment events (e.g., networking evenings, briefings) with the Operations & Events team-on time, on budget and to a high standard.
  • Represent LBS at industry events; expand a strong network of professional contacts within your sectors.
  • Research companies and market trends; manage recruitment statistics and use CRM data to inform decisions and reporting.


Ideal Candidate

  • Relationship management and business development experience-you enjoy meeting people, learning fast and creating win win partnerships.
  • Genuine interest in business, talent management and higher education; prior finance industry experience is not required.
  • Advantageous: background in executive search or recruitment.
  • Self starter who can work independently, set plans and deliver against them.
  • Skilled at handling and interpreting data; confident using CRM and reporting tools.
  • Excellent interpersonal, teamwork and communication skills; poised ambassador for LBS internally and externally.
  • Comfortable with ambiguity and shifting priorities in a fast paced environment.


Benefits You Can Enjoy

  • Generous annual leave of 27 days PLUS extra between Christmas and New Year!
  • Generous pension package, 14.5% employer contribution (in return for employee enrolment and contribution)
  • Free onsite gym and swimming pool
  • Amazing range of professional development to support your career path
  • Enhanced cycle to work scheme
  • Wellbeing offering to support your physical, mental and financial health
  • Up to 5 days paid emergency leave for staff who have caring responsibilities for a family member, dependent or friend who is ill.

At London Business School, we support Smart Working - a hybrid approach designed to help you achieve a healthy work-life balance while delivering the best outcomes for your role and the needs of our customers. All roles require a minimum of two days on campus each week to foster a vibrant, collaborative community.


For this role specifically, you will be expected to be on campus 2 days per week

We operate with 'core hours' - 10:00-15:00 - to maximise opportunities for connection and collaboration across teams during the working day. Outside of these hours, you may still be required for meetings or collaboration based on your role and customer needs. Additionally, we offer Protected Time - a flexible, one-hour slot, within the working week dedicated to your learning and development, wellbeing, or focused, quiet work

Our commitment to driving inclusion and belonging

We are a globally reaching institution, committed to creating tangible and sustainable change in driving inclusion & belonging within our School, education and society at large. We are dedicated to creating an environment where everyone in our community feels they belong and thrive. This is a key school priority, and we want everyone who joins LBS to feel respected, welcomed, and heard.

Candidates needing sponsorship should assess their eligibility for a Certificate of Sponsorship by evaluating their circumstances against the relevant criteria before applying

Please note we start screening CVs and interviewing candidates from the start of a campaign. A successful candidate could progress to offer before the advertised closing date. We encourage you to apply as soon as possible if you are interested in any roles.

This advertiser has chosen not to accept applicants from your region.

Sales Relationship Manager

London, London Russell Tobin

Posted 1 day ago

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Job Description

Relationship Manager – Institutional Clients I London (Onsite) | 12-month Contract | £410/day


We’re hiring for a Relationship Manager (VP level) to join one of the world's largest asset managers, supporting its partnerships with major UK and global consultant firms. This is a fantastic opportunity for someone with a strong understanding of the institutional investment space, particularly across pensions, wealth management, and digital banking.


In this role, you’ll be partnering with a senior stakeholder to develop and execute strategic engagement plans with key consulting partners. You’ll act as a bridge between internal investment teams and external influencers, providing thought leadership, positioning investment products, and contributing to firmwide revenue growth through strong consultant relationships.


Responsibilities:

  • Support strategic relationships with key UK consultant firms alongside a Senior Relationship Manager
  • Represent the full range of investment capabilities, aligning with consultant needs and shared client opportunities
  • Drive commercial outcomes by securing ‘buy’ ratings on priority products
  • Deliver thought leadership and keep consultants informed of product updates and strategic initiatives
  • Act as a go-to point of contact, handling technical or service queries and engaging the right internal teams
  • Collaborate across internal teams (investment, product, sales) to deliver an integrated approach
  • Help shape firmwide strategy through consultant feedback and market intelligence


Skills:

  • 6+ years of experience in investment management, ideally within the institutional or consultant relations space
  • Strong understanding of UK and European DB/DC pensions , wealth, or digital banking sectors
  • Track record of building and managing strategic relationships with consultants or institutional clients
  • Collaborative and commercial mindset, with excellent project management skills
  • Professional qualifications such as IMC, CFA or CAIA (or working toward) preferred
  • Strong technical investment knowledge across asset classes


This is a London-based role with a global remit, offering exposure to high-impact consultant relationships and the opportunity to work alongside one of the most respected names in the asset management industry.


If you’re a proactive, commercially-minded relationship builder with a deep understanding of institutional markets, we’d love to hear from you. Apply now

This advertiser has chosen not to accept applicants from your region.

Regional Customer Relationship Manager

Greater London, London £45000 Annually Barchester Healthcare

Posted 5 days ago

Job Viewed

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Job Description

permanent

Barchester are recruiting a Regional Customer Relationship Manager to join one of our divisions. We are looking for a professional sales professional who will support this region to increase occupancy. This is your opportunity to work alongside an exceptional management team to ensure the success of first-class care homes in the region.

Barchester are an industry-leading care provider, holding some of the best quality ratings of any large care home provider in the UK, with a clear focus on providing our residents with exceptional quality care.

REWARDS PACKAGE:

Attritive salary, alongside a competitive commission structure
Access to a range of retail and leisure discounts
Access to a range of wellbeing support and Best Doctors Service
Opportunity to develop within a hugely supportive team

RESPONSIBILITIES:

Managing enquiries to improve the conversion rates and achieve occupancy targets
Excellent communication skills.
Networking within the local community to raise the profile of the home and generate enquiries
Supporting local and wider marketing activities togenerate enquiries,drive conversion rates and increase occupancy
Identifying opportunities to improve sales and marketing performance

NEED TO HAVE:
Have proven sales and marketing experience preferably in healthcare but not essential
Have the ability to analyse data on Salesforce or similar CRM application
Be self-motivated and target driven
Have interpersonal and professional qualities
Confident user of Microsoft Office (Excel/Powerpoint)
Full UK driving licence.

NEED TO DO:
Represent Barchester and our state of the art home in a friendly and professional manner.
Responsible for all sales activity for the home.
Talking to potential new residents over the phone, and providing informative and welcoming tours of the home.
Engage with residents and relatives to understand their experience and requirements.
Respond to sales enquiries.
Actively generate leads and identify local marketing opportunities.
Maintain a contacts database.

Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop a career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be.


This advertiser has chosen not to accept applicants from your region.

Regional Customer Relationship Manager

Greater London, London £45000 Annually Barchester Healthcare

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

Barchester are recruiting a Regional Customer Relationship Manager to join one of our divisions. We are looking for a professional sales professional who will support this region to increase occupancy. This is your opportunity to work alongside an exceptional management team to ensure the success of first-class care homes in the region.

Barchester are an industry-leading care provider, holding some of the best quality ratings of any large care home provider in the UK, with a clear focus on providing our residents with exceptional quality care.

REWARDS PACKAGE:

Attritive salary, alongside a competitive commission structure
Access to a range of retail and leisure discounts
Access to a range of wellbeing support and Best Doctors Service
Opportunity to develop within a hugely supportive team

RESPONSIBILITIES:

Managing enquiries to improve the conversion rates and achieve occupancy targets
Excellent communication skills.
Networking within the local community to raise the profile of the home and generate enquiries
Supporting local and wider marketing activities togenerate enquiries,drive conversion rates and increase occupancy
Identifying opportunities to improve sales and marketing performance

NEED TO HAVE:
Have proven sales and marketing experience preferably in healthcare but not essential
Have the ability to analyse data on Salesforce or similar CRM application
Be self-motivated and target driven
Have interpersonal and professional qualities
Confident user of Microsoft Office (Excel/Powerpoint)
Full UK driving licence.

NEED TO DO:
Represent Barchester and our state of the art home in a friendly and professional manner.
Responsible for all sales activity for the home.
Talking to potential new residents over the phone, and providing informative and welcoming tours of the home.
Engage with residents and relatives to understand their experience and requirements.
Respond to sales enquiries.
Actively generate leads and identify local marketing opportunities.
Maintain a contacts database.

Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop a career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be.


This advertiser has chosen not to accept applicants from your region.

Trade Finance Relationship Manager

Cheap, London £51281 Annually Barbara Houghton Associates

Posted 5 days ago

Job Viewed

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Job Description

permanent

Our client, an International Bank, is looking for a Trade Finance Relationship Manager to join their team in London. This is a hybrid position.

The main purpose of the role is to Manage existing and develop new business relationships with a focus on Trade client base across LC beneficiaries.


Responsibilities include but are not limited to:
•    Manage Trade Finance, Business banking portfolio, to be their point person for communications with the Bank
•    Producing Annual Account plans
•    Ensure KYC information is up to date.
•    Facilitate engagement with all operational departments.
•    To support the Senior Manager Business banking to grow the trade finance business in the bank’s Business banking portfolio, both in volume and value per the targets set by your line manager. 
•    To support the Head, Retail and Business banking to grow trade business both in volume and value by targeting clients for various product solutions, industry value propositions, campaigns and other initiatives.
•    Build, maintain, monitor, and report on transaction pipeline and produce Management Information pertaining to portfolio as and when required.
•    Provide first line support to the Det management or Credit Risk Department in their analysis of proposed credit facilities for customers. 
•    Monitor market/ competitor activity, benchmarks, and market trends 
•    Act as the first line of defence with regards to managing Financial Crime risk within customer base by ensuring that Customer Due Diligence and Compliance related matters are handled in line with the policy of the Bank.
•    Develop strategies to grow liability products and grow cheap deposits within the business banking portfolio 

Key Skills and experience
•    3 to 5 years Customer facing Experience
•    Experience in International Trade Finance essential 
•    Fair knowledge of Uniform Customs and Practice for Documentary Credits, including experience of dealing with Letters of Assignment, Transferable Credits, Back to back LC’S etc will be an advantage
•    Confident in dealing directly with beneficiaries and customers on technical documentary credit matters and possess good telephone manners.
•    Good educational background with certification in Trade Finance will be an advantage
•    Educated to degree level or having extensive appropriate experience
•    A master’s degree would be an added advantage.
•    Proven track record of building networks and the gravitas and confidence to interact with top end executives of various institutions
•    Strong problem-solving skills and excellent customer relationship management orientation
•    Good credit and trade related risk analytical skills 
•    A background in Trade Finance /Treasury will be an advantage
•    Good appreciation of Credit and Structured Trade Finance
•    Good appreciation of AML, Financial Crime and related risks as pertaining to Business banking and Trade Finance
•    Evidence of a strong practical knowledge of the Bank’s policies and procedures especially those relating to Credit and Trade Finance
•    Proficient use of MS Office Applications - Word, Outlook, Excel, Power point or similar applications 

This advertiser has chosen not to accept applicants from your region.

Trade Finance Relationship Manager

Cheap, London Barbara Houghton Associates

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

full time

Our client, an International Bank, is looking for a Trade Finance Relationship Manager to join their team in London. This is a hybrid position.

The main purpose of the role is to Manage existing and develop new business relationships with a focus on Trade client base across LC beneficiaries.


Responsibilities include but are not limited to:
•    Manage Trade Finance, Business banking portfolio, to be their point person for communications with the Bank
•    Producing Annual Account plans
•    Ensure KYC information is up to date.
•    Facilitate engagement with all operational departments.
•    To support the Senior Manager Business banking to grow the trade finance business in the bank’s Business banking portfolio, both in volume and value per the targets set by your line manager. 
•    To support the Head, Retail and Business banking to grow trade business both in volume and value by targeting clients for various product solutions, industry value propositions, campaigns and other initiatives.
•    Build, maintain, monitor, and report on transaction pipeline and produce Management Information pertaining to portfolio as and when required.
•    Provide first line support to the Det management or Credit Risk Department in their analysis of proposed credit facilities for customers. 
•    Monitor market/ competitor activity, benchmarks, and market trends 
•    Act as the first line of defence with regards to managing Financial Crime risk within customer base by ensuring that Customer Due Diligence and Compliance related matters are handled in line with the policy of the Bank.
•    Develop strategies to grow liability products and grow cheap deposits within the business banking portfolio 

Key Skills and experience
•    3 to 5 years Customer facing Experience
•    Experience in International Trade Finance essential 
•    Fair knowledge of Uniform Customs and Practice for Documentary Credits, including experience of dealing with Letters of Assignment, Transferable Credits, Back to back LC’S etc will be an advantage
•    Confident in dealing directly with beneficiaries and customers on technical documentary credit matters and possess good telephone manners.
•    Good educational background with certification in Trade Finance will be an advantage
•    Educated to degree level or having extensive appropriate experience
•    A master’s degree would be an added advantage.
•    Proven track record of building networks and the gravitas and confidence to interact with top end executives of various institutions
•    Strong problem-solving skills and excellent customer relationship management orientation
•    Good credit and trade related risk analytical skills 
•    A background in Trade Finance /Treasury will be an advantage
•    Good appreciation of Credit and Structured Trade Finance
•    Good appreciation of AML, Financial Crime and related risks as pertaining to Business banking and Trade Finance
•    Evidence of a strong practical knowledge of the Bank’s policies and procedures especially those relating to Credit and Trade Finance
•    Proficient use of MS Office Applications - Word, Outlook, Excel, Power point or similar applications 

This advertiser has chosen not to accept applicants from your region.
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Regional Customer Relationship Manager

Greater London, London Barchester Healthcare

Posted 8 days ago

Job Viewed

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Job Description

full time

Barchester are recruiting a Regional Customer Relationship Manager to join one of our divisions. We are looking for a professional sales professional who will support this region to increase occupancy. This is your opportunity to work alongside an exceptional management team to ensure the success of first-class care homes in the region.

Barchester are an industry-leading care provider, holding some of the best quality ratings of any large care home provider in the UK, with a clear focus on providing our residents with exceptional quality care.

REWARDS PACKAGE:

Attritive salary, alongside a competitive commission structure
Access to a range of retail and leisure discounts
Access to a range of wellbeing support and Best Doctors Service
Opportunity to develop within a hugely supportive team

RESPONSIBILITIES:

Managing enquiries to improve the conversion rates and achieve occupancy targets
Excellent communication skills.
Networking within the local community to raise the profile of the home and generate enquiries
Supporting local and wider marketing activities togenerate enquiries,drive conversion rates and increase occupancy
Identifying opportunities to improve sales and marketing performance

NEED TO HAVE:
Have proven sales and marketing experience preferably in healthcare but not essential
Have the ability to analyse data on Salesforce or similar CRM application
Be self-motivated and target driven
Have interpersonal and professional qualities
Confident user of Microsoft Office (Excel/Powerpoint)
Full UK driving licence.

NEED TO DO:
Represent Barchester and our state of the art home in a friendly and professional manner.
Responsible for all sales activity for the home.
Talking to potential new residents over the phone, and providing informative and welcoming tours of the home.
Engage with residents and relatives to understand their experience and requirements.
Respond to sales enquiries.
Actively generate leads and identify local marketing opportunities.
Maintain a contacts database.

Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop a career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be.


This advertiser has chosen not to accept applicants from your region.

Regional Customer Relationship Manager

Greater London, London Barchester Healthcare

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

full time

Barchester are recruiting a Regional Customer Relationship Manager to join one of our divisions. We are looking for a professional sales professional who will support this region to increase occupancy. This is your opportunity to work alongside an exceptional management team to ensure the success of first-class care homes in the region.

Barchester are an industry-leading care provider, holding some of the best quality ratings of any large care home provider in the UK, with a clear focus on providing our residents with exceptional quality care.

REWARDS PACKAGE:

Attritive salary, alongside a competitive commission structure
Access to a range of retail and leisure discounts
Access to a range of wellbeing support and Best Doctors Service
Opportunity to develop within a hugely supportive team

RESPONSIBILITIES:

Managing enquiries to improve the conversion rates and achieve occupancy targets
Excellent communication skills.
Networking within the local community to raise the profile of the home and generate enquiries
Supporting local and wider marketing activities togenerate enquiries,drive conversion rates and increase occupancy
Identifying opportunities to improve sales and marketing performance

NEED TO HAVE:
Have proven sales and marketing experience preferably in healthcare but not essential
Have the ability to analyse data on Salesforce or similar CRM application
Be self-motivated and target driven
Have interpersonal and professional qualities
Confident user of Microsoft Office (Excel/Powerpoint)
Full UK driving licence.

NEED TO DO:
Represent Barchester and our state of the art home in a friendly and professional manner.
Responsible for all sales activity for the home.
Talking to potential new residents over the phone, and providing informative and welcoming tours of the home.
Engage with residents and relatives to understand their experience and requirements.
Respond to sales enquiries.
Actively generate leads and identify local marketing opportunities.
Maintain a contacts database.

Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop a career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be.


This advertiser has chosen not to accept applicants from your region.
 

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