Meraki Talent’s client is currently seeking an experienced Relationship Manager to join their Private Banking business in Scotland. The role will join an established team and will take on a portfolio of existing clients as well as having responsibility for capitalising on a strong pipeline of referrals and leads from other parts of the Bank’s business.
As a Relationship Manager you will be the owner of a client relationship. You will build an in-depth knowledge of their Banking and Wealth Management needs and align the firm’s products and capabilities accordingly. The client experience is enhanced by their relationship having specific resource for Investment Advice, Financial Planning and Credit Decisioning, leaving you as the Relationship Manager to oversee these activities whilst focussing on building relationships with both current and potential clients.
The role is a senior individual contributor and has a large degree of autonomy and flexibility to deliver on business plans and revenue targets. The role can be based from either Edinburgh or Glasgow and will have client coverage across Scotland.
For this role my client is seeking a Level 4 qualified (ideally Level 6) Financial Services professional who has a track record of building and growing HNW/UHNW client relationships. This experience will ideally have been gained in a Private Banking environment, but given client needs in Scotland experience within Wealth/Investment Management is also applicable.
Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone