Reference
RDPB
Type
Permanent
Location
London
Salary
Category
Sales & Support
Sector
Financial Services

About this role

Northreach have partnered with a leading Digital-led Challenger Bank in Central London in their search for an experienced and driven Relationship Director – specifically for their Private Banking Mortgages arena.

The right candidate will be someone who can build and forge new relationships with clients, brokers and intermediaries as well as managing and maintain a portfolio of customers – within the HNW clientele base.

Key responsibilities

  • Support the Bank’s private and commercial banking strategy
  • Source, manage and develop a portfolio of HNW clients, meeting their needs with a focus on regulated mortgages and property investments
  • Build and nurture a network of introducer/broker/intermediary relationships
  • Ensure the portfolio is fully compliant with the Bank’s Compliance & AML policies and procedures, including ensuring periodic reviews are maintained and recorded

The ideal candidate

  • Proven track record of hitting & exceeding targets
  • Experienced in building and managing a portfolio of customers, intermediaries, brokers & introducers within High Value Regulated Mortgages (£1m plus) & Property Investments (portfolio buy-to-let, commercial, etc.)
  • Experience dealing with HNW clients
  • CeMap qualified
  • Strong understanding of compliance requirements
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