Relationship Manager

Description:

Kaivale Technologies is seeking an experienced CeMAP Relationship Manager to join their Private Banking division in London. The ideal candidate will have a strong background in dealing with High Net Worth (HNW) clients, delivering tailored financial advice, and managing complex banking relationships with professionalism and discretion.

Key responsibilities include:

• Building, managing, and expanding relationships with high-value clients.

• Providing expert financial guidance aligned with clients’ investment, mortgage, and wealth management goals.

• Ensuring all advice and solutions comply with CeMAP regulations and banking policies.

• Maintaining confidentiality and upholding the highest standards of client service.

• Understanding and promoting Islamic financial products (knowledge beneficial but not mandatory).

• Contributing to business growth through relationship development and cross-selling opportunities.

The ideal candidate must hold CeMAP certification and possess a solid understanding of private banking operations. Excellent communication, interpersonal, and advisory skills are essential to succeed in this role.