Relationship Manager (Mortgage) – Private Banking

Judith & Co Recruitment

Our client, an international bank is currently recruiting for a Relationship Manager (RM) for Private Banking.

As a Relationship Manager, you will join a small and dynamic Private Banking team, with a focus on supporting and developing the Bank's Buy-to-Let mortgage business. This is a broad and hands-on role covering mortgage case management, process improvement and collaboration with internal and external stakeholders, while offering opportunities to develop across wider PB activities. The key responsibilities will include:

Responsibilities:

  • Provide comprehensive support to achieve departmental objectives;
  • Manage mortgage applications throughout the entire lifecycle, from enquiry to completion;
  • Support clients and other RMs with mortgage enquiries and lending solutions;
  • Liaise with internal departments and external parties, including solicitors, valuers and brokers, to facilitate mortgage applications;
  • Assist in the development and enhancement of mortgage products, policies, procedures and systems;
  • Identify opportunities to improve operational processes and customer experience;
  • Cooperate with other front offices to generate business leads and create synergy;
  • Assist in planning and supporting client events and marketing activities where appropriate;
  • Other duties assigned by the Head of Department.

Skills/Qualifications:

  • Bachelor's degree or above, ideally with a finance-related educational background;
  • At least 3 years' relevant experience in the UK mortgage industry or Private Banking;
  • Good knowledge of UK Buy-to-Let and residential mortgage products and operations;
  • Hands-on experience in mortgage case management would be highly desirable;
  • CeMAP qualification preferred;
  • Professional qualifications such as CFA, CAIA or FRM would be an advantage;
  • Excellent communication and interpersonal skills. Fluent in both English and Mandarin, both written and spoken;
  • Strong organisational skills, attention to detail and the ability to work independently;
  • Team player with the ability to work under pressure and manage multiple priorities.

This will be a full-time position and the successful candidate will receive a mark-to-market salary package depending on experience

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