Manage a portfolio of corporate clients, delivering excellent banking service while driving commercial success.
Key responsibilities:
⭐ Manage and grow a portfolio across fiduciary, funds, family office and insurance sectors
⭐ Achieve financial targets and identify cross-selling opportunities
⭐ Maintain strong KYC/AML standards and risk awareness
⭐ Support periodic reviews and ensure smooth client onboarding
What you’ll need:
⭐ 3–5 years’ experience in a client-facing role
⭐ Strong relationship-building skills
⭐ Level 4 qualification (e.g. STEP, CeMAP, RDR Investment) – preferred
⭐ Experience drafting credit papers – desirable
Why join?
⭐ Work with leading corporate clients
⭐ Contribute to a high-performing, client-focused team
⭐ Excellent professional development opportunities
Ready to make a move? Let’s talk.