relationship manager business and private banking

Company Description

Monfi Digital Bank

Role Description

This is a full-time on-site role for a Relationship Manager in Business and Private Banking. The role is based in the London Area, United Kingdom. The Relationship Manager will be responsible for managing client portfolios, financial planning, and advising on investments. Daily tasks include developing and maintaining business relationships, creating financial plans, managing portfolios, and offering investment solutions.

Qualifications

• Skills in Business Relationship Management
• Proficiency in Financial Planning
• Experience in Portfolio Management
• Knowledge of Finance and Investments
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business Administration, or related field
• Relevant professional certifications are a plus