We are hiring for a Credit Underwriter role for an International Bank based in Harrow . MAIN RESPONSIBILITY Processing and underwriting of Corporate Loans, Commercial Retail Estate proposals, BTL Loans and personal Loans. JOB RESPONSIBILITY Underwriting of Corporate, CRE, personal, BTL Loans and ensuring successful execution of the transactions being pursued along with related client & introducer relationship management. Manage the assessment and processing of lending proposalsfrom the business team, and presentation of proposals to Sanctioning Committee. Operational responsibility for the annual review process for all existing credit portfolio loans to ensure that all borrowing requirements and covenants are being adhered to. Minimizing of credit risks associated with loan applications in accordance with the Banks operating policies and procedures. Undertake site visits as required. Liaise with the Originations team to agree a clear rationale for agreeing or rejecting applications, prior to processing. Monitoring of existing loan portfolio, identifying early arrears or potential problem accounts, and making necessary recommendations. Ensure the credit decisions are made within regulatory standards and adhere to TCF principles and Customer First standards. To provide support to the CCO in all operational areas of the Credit Department. Liaising with Solicitors/ Valuation Firms for end-to-end solution for credit proposals Presentation to Risk Committee and other UK management committees for introduction and renewal of new / existing products. Must Have: Knowledge of UK lending environment. 3-5 years' experience in underwriting or assessing credit proposals
Oct 01, 2026
Full time
We are hiring for a Credit Underwriter role for an International Bank based in Harrow . MAIN RESPONSIBILITY Processing and underwriting of Corporate Loans, Commercial Retail Estate proposals, BTL Loans and personal Loans. JOB RESPONSIBILITY Underwriting of Corporate, CRE, personal, BTL Loans and ensuring successful execution of the transactions being pursued along with related client & introducer relationship management. Manage the assessment and processing of lending proposalsfrom the business team, and presentation of proposals to Sanctioning Committee. Operational responsibility for the annual review process for all existing credit portfolio loans to ensure that all borrowing requirements and covenants are being adhered to. Minimizing of credit risks associated with loan applications in accordance with the Banks operating policies and procedures. Undertake site visits as required. Liaise with the Originations team to agree a clear rationale for agreeing or rejecting applications, prior to processing. Monitoring of existing loan portfolio, identifying early arrears or potential problem accounts, and making necessary recommendations. Ensure the credit decisions are made within regulatory standards and adhere to TCF principles and Customer First standards. To provide support to the CCO in all operational areas of the Credit Department. Liaising with Solicitors/ Valuation Firms for end-to-end solution for credit proposals Presentation to Risk Committee and other UK management committees for introduction and renewal of new / existing products. Must Have: Knowledge of UK lending environment. 3-5 years' experience in underwriting or assessing credit proposals
We are hiring for Commercial Real Estate Business Development Manger role an International bank based in Harrow. MAIN RESPONSIBILITY: Origination of Commercial Retail Credit proposals and ensuring successful execution of the transactions being pursued along with related client & introducer relationship management. Job Responsibility: To originate Commercial Real Estate credit proposals up to GBP 20 million and Development finance proposals upto GBP 10 million. Develop and build introducer relationships with brokers, accountants, solicitors, valuers and other players to generate leads. Proper database of relationships to be maintained. Undertake initial assessment and processing of lending proposals from the network primarily of CRE or Commercial retail Provide a clear rationale for recommending or rejecting applications, prior to submitting to the CBO. For shortlisted proposals, submit the same to Credit team for underwriting and support process including presentation of proposals to approving Committee in a timely manner. Initial review, assessment, investigation to minimise credit risks associated with loan applications in accordance with the Banks operating policies and procedures. Undertake site visits as required and submit report. Responsibility for maintaining the pipeline status for proposals at different stages and following up to ensure that disbursement targets are met. Monitoring of market conditions, identifying potential opportunities or problem sectors and making necessary recommendations. Ensure the credit decisions are made within regulatory standards and adhere to TCF principles and Customer First standards. Design and deliver credit training to branches to ensure full understanding of policies and practices.
Sep 30, 2026
Full time
We are hiring for Commercial Real Estate Business Development Manger role an International bank based in Harrow. MAIN RESPONSIBILITY: Origination of Commercial Retail Credit proposals and ensuring successful execution of the transactions being pursued along with related client & introducer relationship management. Job Responsibility: To originate Commercial Real Estate credit proposals up to GBP 20 million and Development finance proposals upto GBP 10 million. Develop and build introducer relationships with brokers, accountants, solicitors, valuers and other players to generate leads. Proper database of relationships to be maintained. Undertake initial assessment and processing of lending proposals from the network primarily of CRE or Commercial retail Provide a clear rationale for recommending or rejecting applications, prior to submitting to the CBO. For shortlisted proposals, submit the same to Credit team for underwriting and support process including presentation of proposals to approving Committee in a timely manner. Initial review, assessment, investigation to minimise credit risks associated with loan applications in accordance with the Banks operating policies and procedures. Undertake site visits as required and submit report. Responsibility for maintaining the pipeline status for proposals at different stages and following up to ensure that disbursement targets are met. Monitoring of market conditions, identifying potential opportunities or problem sectors and making necessary recommendations. Ensure the credit decisions are made within regulatory standards and adhere to TCF principles and Customer First standards. Design and deliver credit training to branches to ensure full understanding of policies and practices.
We are inviting applications for Payment Officer based in city of London, this position is reporting to Head of Trade & Payments Operations . This is a 6 months contract to start the position . The Payments Officer is responsible for supporting the day-to-day operations of the Payments team, ensuring all payment-related activities are processed accurately, efficiently, and in accordance with internal policies, regulatory requirements, and industry deadlines. The role encompasses payment processing, customer enquiries, callback verification, account switching, investigations, operational controls, APP fraud handling, Visa scheme reconciliation, reporting of incoming and outgoing figures to Treasury and liaison with outsourced service providers, whilst providing cover for senior team members during periods of absence. Tasks and Responsibilities Resolving payment exceptions, rejections, and discrepancies while maintaining high accuracy and control standards. Managing customer and internal enquiries, conducting payment investigations, and documenting outcomes clearly. Providing daily figures of incoming and outgoing payments to Treasury, ensuring accurate liquidity reporting and supporting funding decisions. Performing callback verification for manual payment instructions, cheques and beneficiary changes in line with policy and bank requirements. Handling APP fraud cases, including claim assessment, transaction analysis, recovery attempts, and liaison with Fraud teams. Reconciling daily Visa scheme entries, including settlement files, chargebacks, fees, and adjustments, and investigating discrepancies. Processing CASS switching requests and resolving issues with customers and counterparties. Coordinating with outsourced teams and supporting process improvements, system testing, and team workload management. Providing operational cover for senior team members during absence and supporting team workload management. Provide monthly MI and any other information as and when requested by the department head. Experience and Education Experience within banking operations or payments processing. Knowledge of FPS, CHAPS, BACS, internal transfers, and payment investigations. Understanding of payment controls, customer verification, and callback procedures. Experience handling operational enquiries and escalations. Strong understanding of banking operational risk and controls. Excellent attention to detail and organisational skills. Skills and Competencies Strong analytical and problem-solving skills. Excellent verbal and written communication. Ability to work effectively under pressure and meet strict deadlines. Strong customer service orientation. Risk and control awareness. Ability to priorities workload and manage competing demands. Team player with a proactive and flexible approach.
Sep 30, 2026
Contractor
We are inviting applications for Payment Officer based in city of London, this position is reporting to Head of Trade & Payments Operations . This is a 6 months contract to start the position . The Payments Officer is responsible for supporting the day-to-day operations of the Payments team, ensuring all payment-related activities are processed accurately, efficiently, and in accordance with internal policies, regulatory requirements, and industry deadlines. The role encompasses payment processing, customer enquiries, callback verification, account switching, investigations, operational controls, APP fraud handling, Visa scheme reconciliation, reporting of incoming and outgoing figures to Treasury and liaison with outsourced service providers, whilst providing cover for senior team members during periods of absence. Tasks and Responsibilities Resolving payment exceptions, rejections, and discrepancies while maintaining high accuracy and control standards. Managing customer and internal enquiries, conducting payment investigations, and documenting outcomes clearly. Providing daily figures of incoming and outgoing payments to Treasury, ensuring accurate liquidity reporting and supporting funding decisions. Performing callback verification for manual payment instructions, cheques and beneficiary changes in line with policy and bank requirements. Handling APP fraud cases, including claim assessment, transaction analysis, recovery attempts, and liaison with Fraud teams. Reconciling daily Visa scheme entries, including settlement files, chargebacks, fees, and adjustments, and investigating discrepancies. Processing CASS switching requests and resolving issues with customers and counterparties. Coordinating with outsourced teams and supporting process improvements, system testing, and team workload management. Providing operational cover for senior team members during absence and supporting team workload management. Provide monthly MI and any other information as and when requested by the department head. Experience and Education Experience within banking operations or payments processing. Knowledge of FPS, CHAPS, BACS, internal transfers, and payment investigations. Understanding of payment controls, customer verification, and callback procedures. Experience handling operational enquiries and escalations. Strong understanding of banking operational risk and controls. Excellent attention to detail and organisational skills. Skills and Competencies Strong analytical and problem-solving skills. Excellent verbal and written communication. Ability to work effectively under pressure and meet strict deadlines. Strong customer service orientation. Risk and control awareness. Ability to priorities workload and manage competing demands. Team player with a proactive and flexible approach.
We are seeking an organized, detail-oriented Part-Time Commercial & Account Operations Admin/Executive to provide administrative, operational, and data support across our client commercial accounts. Working 3 days a week (including 1 day in their London office), this support-focused role ensures smooth operational execution across their global retail partners, distributors, and key commercial accounts. You will play a vital role maintaining account databases, setting up new listings, coordinating documentation, and supporting commercial operations. Our client is fast-growing, innovative wellness brand dedicated to providing high-quality, effective, and great-tasting vitamins. They have strong retail partnerships and ambitious growth plans, They are expanding our presence across both UK grocery and international markets. Account & Commercial Administration Assist with the day-to-day administrative running of key retail, wholesale, and distributor accounts across domestic and international markets. Prepare and submit accurate account documentation, including New Line Forms (NLFs), listing templates, range review forms, and vendor setup paperwork on time. Maintain accurate product, pricing, master data, and promotional schedules across customer portals, distributor files, and internal Coordinate product samples, marketing collateral, point-of-sale materials, and product specification sheets for account managers and buyer Sales Data & Reporting Support Compile, format, and organize sales, EPOS, and performance data from customer portals, syndicated platforms (e.g., Nielsen, Circana), and distributor reports. Update regular sales dashboards, account trackers, and reporting packs for internal business reviews and account meetings. Monitor stock availability trackers, flag potential supply risks or inventory delays, and support forecasting administration alongside Supply Chain. Cross-Functional Execution & Operations Maintain internal critical paths, promotional calendars, and central account repositories. Collaborate closely with Supply Chain, Finance, Marketing, NPD, and Logistics to support account requirements and on-time execution. Handle day-to-day customer query ticketing, order tracking follow-ups, and account-related administrative requests KPI & Dimensions Accuracy & Timeliness: Flawless, on-time completion of listing documentation (NLFs), pricing updates, and promotional setups. Data Integrity: Reliable, accurate, and up-to-date account trackers, master pricing files, and inventory records. Operational Efficiency: Smooth coordination with internal departments (Supply Chain, Operations, Finance) to support account execution standards. Personal Attributes & Competency Exceptional organizational skills with rigorous attention to Strong numerical aptitude and comfort working with data sets and spreadsheets. Clear, professional written and verbal communication Reliable team player capable of managing operational priorities effectively across 3 working days per week.
Sep 30, 2026
Full time
We are seeking an organized, detail-oriented Part-Time Commercial & Account Operations Admin/Executive to provide administrative, operational, and data support across our client commercial accounts. Working 3 days a week (including 1 day in their London office), this support-focused role ensures smooth operational execution across their global retail partners, distributors, and key commercial accounts. You will play a vital role maintaining account databases, setting up new listings, coordinating documentation, and supporting commercial operations. Our client is fast-growing, innovative wellness brand dedicated to providing high-quality, effective, and great-tasting vitamins. They have strong retail partnerships and ambitious growth plans, They are expanding our presence across both UK grocery and international markets. Account & Commercial Administration Assist with the day-to-day administrative running of key retail, wholesale, and distributor accounts across domestic and international markets. Prepare and submit accurate account documentation, including New Line Forms (NLFs), listing templates, range review forms, and vendor setup paperwork on time. Maintain accurate product, pricing, master data, and promotional schedules across customer portals, distributor files, and internal Coordinate product samples, marketing collateral, point-of-sale materials, and product specification sheets for account managers and buyer Sales Data & Reporting Support Compile, format, and organize sales, EPOS, and performance data from customer portals, syndicated platforms (e.g., Nielsen, Circana), and distributor reports. Update regular sales dashboards, account trackers, and reporting packs for internal business reviews and account meetings. Monitor stock availability trackers, flag potential supply risks or inventory delays, and support forecasting administration alongside Supply Chain. Cross-Functional Execution & Operations Maintain internal critical paths, promotional calendars, and central account repositories. Collaborate closely with Supply Chain, Finance, Marketing, NPD, and Logistics to support account requirements and on-time execution. Handle day-to-day customer query ticketing, order tracking follow-ups, and account-related administrative requests KPI & Dimensions Accuracy & Timeliness: Flawless, on-time completion of listing documentation (NLFs), pricing updates, and promotional setups. Data Integrity: Reliable, accurate, and up-to-date account trackers, master pricing files, and inventory records. Operational Efficiency: Smooth coordination with internal departments (Supply Chain, Operations, Finance) to support account execution standards. Personal Attributes & Competency Exceptional organizational skills with rigorous attention to Strong numerical aptitude and comfort working with data sets and spreadsheets. Clear, professional written and verbal communication Reliable team player capable of managing operational priorities effectively across 3 working days per week.
JOB DESCRIPTION & PERSON SPECIFICATION Management Consultant- KYC Projects We are inviting applications for Management Consultant for our existing and new KYC and Financial crime projects based in London . About Quantum Quantum Services Management Ltd, trading as Quantum Consulting, is a UK-based financial crime and regulatory consultancy headquartered in Canary Wharf, London. Quantum's core business is providing well-trained, skilled KYC and financial crime consultants to deliver s166 remediation projects: clients outsource the due diligence for their retail and corporate customer base to Quantum, which carries out KYC and financial transaction monitoring remediation at scale on their behalf. Alongside remediation delivery, Quantum supports regulated firms - including banks, NBFCs, insurers, investment and wealth management firms, trading firms, fintechs, accountancy firms, law firms and estate agencies - with risk and compliance framework design, and regulatory change advice, so that findings from remediation projects translate into lasting control improvements. Role Purpose The Management Consultant will sit within Quantum's KYC Remediation Projects team, personally delivering and quality-assuring KYC due diligence remediation casework for retail and corporate clients KYC remediation programmes. The role is remediation-delivery-led: the majority of time is spent working KYC files against project targets, with a secondary contribution to the wider risk, policy and control-framework advisory work that follows from remediation findings. Quantum recruits into this role from a broad base: candidates with general AML/KYC compliance experience, and candidates with bank branch or retail banking operations experience (where day-to-day AML controls are applied at the customer-facing stage), are equally well suited, alongside candidates with prior dedicated KYC remediation project experience. Key Responsibilities KYC Remediation Project Delivery (core focus) Lead and deliver large-scale KYC remediation projects for retail and corporate clients Own end-to-end Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) remediation of client KYC files against current regulatory and internal policy standards, closing gaps identified through backlog, look-back or thematic reviews. Segment and triage remediation populations by client risk rating, product and jurisdiction, and prioritise casework against project milestones and client/regulator-agreed SLAs. Complete sanctions, PEP, adverse media and proliferation-financing screening as part of each KYC remediation file, correctly disposition alerts and evidence rationale for audit purposes. Identify, document and remediate KYC data and documentation gaps (identity verification, beneficial ownership, source of funds/wealth, purpose and nature of relationship) to bring files up to current CDD/EDD standard. Perform quality control (QC) and quality assurance (QA) checks on completed remediation files, feeding back findings and coaching to maintain remediation accuracy and pass rates. Escalate high-risk findings, discrepancies and true-match screening hits arising from remediation work, and support preparation of Suspicious Activity Reports (SARs) for escalation to stakeholders. Feed root-cause findings from remediation back into client policy, process and control-framework recommendations, so that the underlying KYC failure is corrected and not just the file backlog. Apply practical, front-line knowledge of general AML controls and bank branch/retail banking operations (e.g. account opening, cash transactions, day-to-day customer due diligence) to spot real-world causes of CDD gaps during remediation reviews. Person Specification Essential Bachelor's degree or equivalent professional qualification/experience in Finance, Business, or a related discipline. General AML/KYC experience gained in a regulated financial services environment. This may come from a dedicated KYC remediation or compliance role, or equally from bank branch operations experience where AML controls are applied day-to-day (e.g. customer/account onboarding, cash and teller operations, branch-level CDD, or branch compliance/operations support). Working understanding of CDD/EDD standards, including identity verification, beneficial ownership, source of funds/wealth, and sanctions/PEP/adverse media screening, whether gained through remediation casework, branch account-opening processes, or general compliance duties. Ability to work accurately and at pace to project/operational targets: throughput or turnaround times, quality/QC standards, and reporting via trackers, MI or branch/operations dashboards. Desirable Bank branch operations experience (e.g. customer service, branch operations, teller/cashier, or branch compliance officer) bringing a practical, front-line understanding of how AML/KYC controls operate in a retail banking setting. Experience with KYC/case management, screening or core banking technology platforms.
Sep 29, 2026
Full time
JOB DESCRIPTION & PERSON SPECIFICATION Management Consultant- KYC Projects We are inviting applications for Management Consultant for our existing and new KYC and Financial crime projects based in London . About Quantum Quantum Services Management Ltd, trading as Quantum Consulting, is a UK-based financial crime and regulatory consultancy headquartered in Canary Wharf, London. Quantum's core business is providing well-trained, skilled KYC and financial crime consultants to deliver s166 remediation projects: clients outsource the due diligence for their retail and corporate customer base to Quantum, which carries out KYC and financial transaction monitoring remediation at scale on their behalf. Alongside remediation delivery, Quantum supports regulated firms - including banks, NBFCs, insurers, investment and wealth management firms, trading firms, fintechs, accountancy firms, law firms and estate agencies - with risk and compliance framework design, and regulatory change advice, so that findings from remediation projects translate into lasting control improvements. Role Purpose The Management Consultant will sit within Quantum's KYC Remediation Projects team, personally delivering and quality-assuring KYC due diligence remediation casework for retail and corporate clients KYC remediation programmes. The role is remediation-delivery-led: the majority of time is spent working KYC files against project targets, with a secondary contribution to the wider risk, policy and control-framework advisory work that follows from remediation findings. Quantum recruits into this role from a broad base: candidates with general AML/KYC compliance experience, and candidates with bank branch or retail banking operations experience (where day-to-day AML controls are applied at the customer-facing stage), are equally well suited, alongside candidates with prior dedicated KYC remediation project experience. Key Responsibilities KYC Remediation Project Delivery (core focus) Lead and deliver large-scale KYC remediation projects for retail and corporate clients Own end-to-end Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) remediation of client KYC files against current regulatory and internal policy standards, closing gaps identified through backlog, look-back or thematic reviews. Segment and triage remediation populations by client risk rating, product and jurisdiction, and prioritise casework against project milestones and client/regulator-agreed SLAs. Complete sanctions, PEP, adverse media and proliferation-financing screening as part of each KYC remediation file, correctly disposition alerts and evidence rationale for audit purposes. Identify, document and remediate KYC data and documentation gaps (identity verification, beneficial ownership, source of funds/wealth, purpose and nature of relationship) to bring files up to current CDD/EDD standard. Perform quality control (QC) and quality assurance (QA) checks on completed remediation files, feeding back findings and coaching to maintain remediation accuracy and pass rates. Escalate high-risk findings, discrepancies and true-match screening hits arising from remediation work, and support preparation of Suspicious Activity Reports (SARs) for escalation to stakeholders. Feed root-cause findings from remediation back into client policy, process and control-framework recommendations, so that the underlying KYC failure is corrected and not just the file backlog. Apply practical, front-line knowledge of general AML controls and bank branch/retail banking operations (e.g. account opening, cash transactions, day-to-day customer due diligence) to spot real-world causes of CDD gaps during remediation reviews. Person Specification Essential Bachelor's degree or equivalent professional qualification/experience in Finance, Business, or a related discipline. General AML/KYC experience gained in a regulated financial services environment. This may come from a dedicated KYC remediation or compliance role, or equally from bank branch operations experience where AML controls are applied day-to-day (e.g. customer/account onboarding, cash and teller operations, branch-level CDD, or branch compliance/operations support). Working understanding of CDD/EDD standards, including identity verification, beneficial ownership, source of funds/wealth, and sanctions/PEP/adverse media screening, whether gained through remediation casework, branch account-opening processes, or general compliance duties. Ability to work accurately and at pace to project/operational targets: throughput or turnaround times, quality/QC standards, and reporting via trackers, MI or branch/operations dashboards. Desirable Bank branch operations experience (e.g. customer service, branch operations, teller/cashier, or branch compliance officer) bringing a practical, front-line understanding of how AML/KYC controls operate in a retail banking setting. Experience with KYC/case management, screening or core banking technology platforms.
We are inviting applications for an experienced and client-focused Wealth Relationship Manager to join their growing Wealth Management team. The successful candidate will be responsible for managing and expanding a portfolio of high-net-worth (HNW) clients by delivering tailored wealth management solutions, investment guidance, and exceptional client service. This role requires a strong understanding of financial markets, wealth planning, and relationship management, combined with the ability to build long-term client relationships and identify new business opportunities. Key Responsibilities Client Relationship Management Develop and maintain strong relationships with high-net-worth and ultra-high-net-worth clients. Understand clients' financial objectives, risk appetite, and investment preferences. Provide personalized wealth management strategies and financial solutions. Conduct regular client reviews and portfolio discussions to ensure ongoing suitability. Business Development Acquire new clients through networking, referrals, and professional relationships. Identify opportunities to increase assets under management and expand existing client relationships. Build and maintain a strong pipeline of prospective clients. Investment Advisory & Wealth Planning Provide clients with investment recommendations aligned with their financial goals. Work closely with internal investment and product teams to deliver suitable wealth solutions. Monitor market developments and communicate relevant insights to clients. Support clients with retirement planning, estate planning, wealth preservation, and succession planning strategies. Skills & Experience Essential Proven experience in Wealth Management, Private Banking, Financial Advisory, or Relationship Management. Strong knowledge of investment products, financial markets, and wealth planning solutions. Demonstrated success in managing and growing client portfolios. Excellent interpersonal, communication, and relationship-building skills. Strong commercial awareness and business development capabilities. Ability to work independently while collaborating effectively with internal stakeholders. High level of professionalism, integrity, and client focus. Preferred Relevant professional qualifications such as CISI, CFA, CFP, or equivalent. Experience working with high-net-worth and ultra-high-net-worth individuals. Knowledge of UK financial regulations and compliance requirements. Key Competencies Relationship Management Client Acquisition and Retention Wealth Planning Investment Advisory Business Development Negotiation and Influencing Skills Regulatory Awareness Problem Solving and Decision Making Communication and Presentation Skills
Sep 29, 2026
Full time
We are inviting applications for an experienced and client-focused Wealth Relationship Manager to join their growing Wealth Management team. The successful candidate will be responsible for managing and expanding a portfolio of high-net-worth (HNW) clients by delivering tailored wealth management solutions, investment guidance, and exceptional client service. This role requires a strong understanding of financial markets, wealth planning, and relationship management, combined with the ability to build long-term client relationships and identify new business opportunities. Key Responsibilities Client Relationship Management Develop and maintain strong relationships with high-net-worth and ultra-high-net-worth clients. Understand clients' financial objectives, risk appetite, and investment preferences. Provide personalized wealth management strategies and financial solutions. Conduct regular client reviews and portfolio discussions to ensure ongoing suitability. Business Development Acquire new clients through networking, referrals, and professional relationships. Identify opportunities to increase assets under management and expand existing client relationships. Build and maintain a strong pipeline of prospective clients. Investment Advisory & Wealth Planning Provide clients with investment recommendations aligned with their financial goals. Work closely with internal investment and product teams to deliver suitable wealth solutions. Monitor market developments and communicate relevant insights to clients. Support clients with retirement planning, estate planning, wealth preservation, and succession planning strategies. Skills & Experience Essential Proven experience in Wealth Management, Private Banking, Financial Advisory, or Relationship Management. Strong knowledge of investment products, financial markets, and wealth planning solutions. Demonstrated success in managing and growing client portfolios. Excellent interpersonal, communication, and relationship-building skills. Strong commercial awareness and business development capabilities. Ability to work independently while collaborating effectively with internal stakeholders. High level of professionalism, integrity, and client focus. Preferred Relevant professional qualifications such as CISI, CFA, CFP, or equivalent. Experience working with high-net-worth and ultra-high-net-worth individuals. Knowledge of UK financial regulations and compliance requirements. Key Competencies Relationship Management Client Acquisition and Retention Wealth Planning Investment Advisory Business Development Negotiation and Influencing Skills Regulatory Awareness Problem Solving and Decision Making Communication and Presentation Skills
We are hiring for Commercial Real Estate Relationship Manager-Business Banking role an International bank based in Manchester About the Role: As a Relationship Manager-Business Banking You are entrusted with the vital responsibility of making Bank a preferred bank in the micro-market around your business area; Build a portfolio of business banking customers in the catchment and acquire new business banking customers for business current, savings accounts and term deposits, Foreign Exchange and Treasury Solutions. Responsible for Trade Finance including bills under collection, letter of credits, bank guarantees, SBLCs. Your responsibilities include Driving 360 client coverage approach to cover all ecosystems and enhance contribution to ecosystem income through collaboration with retail banking team specifically private banking and salary relation team along with collaboration with business teams across geographies wherever the Bank is present; You are expected to be self-motivated and have a problem solving approach. The role entails execution of tasks with speed and accuracy which will also require interpersonal effectiveness and enhanced collaboration with internal and external stakeholders. Key Responsibilities Responsible for consolidating and growing the payments, deposit and remittance business from the acquired and existing portfolio of customers; Generate referrals for commercial real estate lending as well as for personal banking products; Ensure that the portfolio of customer is operationally profitable in line with the strategic goal of the bank; Build NR book for the bank; Undertake a comprehensive 360-degree assessment of customers' needs and guide the team to offer relevant banking solutions; Driving the portfolio growth and profitability for the Bank; Maintain and update client relationship data base, CRS, and monthly performance MIS and performance dashboards; To facilitate /complete customer on-boarding (KYC, due diligence etc.), internal risk clearance and committee approvals, as and when required; Regular monitoring of existing client relationship; Periodic collaboration / review call with global team to ensure complete 360 coverage of client To undertake the projects and the assignments from time to time as directed by the Supervisor Support and or prepare credit appraisal notes within specified turnaround time. This shall involve the following: Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank) a. Exporters and importers b. High value local businesses (high value to be defined by the bank from time to time) Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business. Research the client and sector to identify possible client needs and solutions ICICI Bank can offer. Look at setting up meetings for you and more senior colleagues. Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generation Work diligently on the client level data provided centrally, by meeting the clients Daily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authority Active participation in community events, industry forums to generate new business opportunities Furnish daily business information to the reporting authority Record and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authority Liaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisition Manage existing customer relationships to cross sell / up sell business banking products generating fee and interest income Use effective marketing and sales promotional tools for raising the bank's profile in the target segment, which ultimately result in opening new business opportunities for the bank Regular monitoring of accounts, timely flagging & communicating with clients or operations or compliance as required Facilitate competitor, market and customer intelligence to various Bank's stakeholders Plot the market opportunity and work towards increasing the banks market share in the identified segments Processing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bank Liaise with the base branch / branches to ensure high levels of servicing to the clients Manage client expectations and escalations by liaising with various internal departments Undergo all the mandatory learning modules Understand and comply with the Banks policies and procedures, especially, Conduct risk, customer profiling, risk assessment, know your customer, anti-money laundering policies and procedures of the Bank Assist in designing, reviewing and enhancing products and policies in line with the strategic business objectives To undertake projects and assignment from time to time as required by the Bank Cross sell NR and UK personal banking solutions Act as a lead channel for private banking Growth mind-set To complete due diligence, internal risk clearance and committee approvals of the credit note Regular monitoring of existing clients Preparation of Asset Review, waiver requests etc. Drive facility documentation and setup in collaboration with legal/operations teams and maintain physical and electronic documentation of all proposal related information Customer on-boarding, KYC etc. To undertake projects and assignment from time to time as directed by Supervisor 360-degree customer focus and Undertake a comprehensive 360-degree assessment of customers' needs and guide the team to offer relevant banking solutions.
Sep 29, 2026
Full time
We are hiring for Commercial Real Estate Relationship Manager-Business Banking role an International bank based in Manchester About the Role: As a Relationship Manager-Business Banking You are entrusted with the vital responsibility of making Bank a preferred bank in the micro-market around your business area; Build a portfolio of business banking customers in the catchment and acquire new business banking customers for business current, savings accounts and term deposits, Foreign Exchange and Treasury Solutions. Responsible for Trade Finance including bills under collection, letter of credits, bank guarantees, SBLCs. Your responsibilities include Driving 360 client coverage approach to cover all ecosystems and enhance contribution to ecosystem income through collaboration with retail banking team specifically private banking and salary relation team along with collaboration with business teams across geographies wherever the Bank is present; You are expected to be self-motivated and have a problem solving approach. The role entails execution of tasks with speed and accuracy which will also require interpersonal effectiveness and enhanced collaboration with internal and external stakeholders. Key Responsibilities Responsible for consolidating and growing the payments, deposit and remittance business from the acquired and existing portfolio of customers; Generate referrals for commercial real estate lending as well as for personal banking products; Ensure that the portfolio of customer is operationally profitable in line with the strategic goal of the bank; Build NR book for the bank; Undertake a comprehensive 360-degree assessment of customers' needs and guide the team to offer relevant banking solutions; Driving the portfolio growth and profitability for the Bank; Maintain and update client relationship data base, CRS, and monthly performance MIS and performance dashboards; To facilitate /complete customer on-boarding (KYC, due diligence etc.), internal risk clearance and committee approvals, as and when required; Regular monitoring of existing client relationship; Periodic collaboration / review call with global team to ensure complete 360 coverage of client To undertake the projects and the assignments from time to time as directed by the Supervisor Support and or prepare credit appraisal notes within specified turnaround time. This shall involve the following: Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank) a. Exporters and importers b. High value local businesses (high value to be defined by the bank from time to time) Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business. Research the client and sector to identify possible client needs and solutions ICICI Bank can offer. Look at setting up meetings for you and more senior colleagues. Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generation Work diligently on the client level data provided centrally, by meeting the clients Daily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authority Active participation in community events, industry forums to generate new business opportunities Furnish daily business information to the reporting authority Record and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authority Liaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisition Manage existing customer relationships to cross sell / up sell business banking products generating fee and interest income Use effective marketing and sales promotional tools for raising the bank's profile in the target segment, which ultimately result in opening new business opportunities for the bank Regular monitoring of accounts, timely flagging & communicating with clients or operations or compliance as required Facilitate competitor, market and customer intelligence to various Bank's stakeholders Plot the market opportunity and work towards increasing the banks market share in the identified segments Processing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bank Liaise with the base branch / branches to ensure high levels of servicing to the clients Manage client expectations and escalations by liaising with various internal departments Undergo all the mandatory learning modules Understand and comply with the Banks policies and procedures, especially, Conduct risk, customer profiling, risk assessment, know your customer, anti-money laundering policies and procedures of the Bank Assist in designing, reviewing and enhancing products and policies in line with the strategic business objectives To undertake projects and assignment from time to time as required by the Bank Cross sell NR and UK personal banking solutions Act as a lead channel for private banking Growth mind-set To complete due diligence, internal risk clearance and committee approvals of the credit note Regular monitoring of existing clients Preparation of Asset Review, waiver requests etc. Drive facility documentation and setup in collaboration with legal/operations teams and maintain physical and electronic documentation of all proposal related information Customer on-boarding, KYC etc. To undertake projects and assignment from time to time as directed by Supervisor 360-degree customer focus and Undertake a comprehensive 360-degree assessment of customers' needs and guide the team to offer relevant banking solutions.
We are seeking a skilled and experienced Technical Integration Lead to join our dynamic team on a 18 months fixed term contract. As a Technical Integration Lead, you will play a crucial role in overseeing and implementing complex technical integration projects. The ideal candidate will have a strong background in software development, system architecture, and project management. You will be responsible for leading integration efforts, collaborating with cross-functional teams, and ensuring seamless communication between various technical systems. Main Function of the Job: Lead the integration stream for the core banking project, focusing on technical aspects. Assist in the transition to new digital initiatives, ensuring a safe, secure, and risk-managed process. Support project management activities in line with best practice methodologies to aid governance oversight. Main Duties: Assist in the timely and successful delivery of project milestones with a focus on integration tasks, including system specification, documentation, process flows, validation of system build, data extraction, cleansing and migration, interface specification and testing, training, UAT, and cutover reconciliation. Apply project management tools and techniques to support on-time delivery. Develop project scopes and objectives involving relevant stakeholders. Facilitate project delivery within agreed scope and regulatory expectations. Maintain project plans and documentation. Assist in managing changes in project scope, schedule, and costs. Assess project risks, contribute to mitigation strategies, and manage RAID logs. Ensure quality standards for technical requirements and project management. Lead and manage technical integration projects from conception to completion Develop and implement integration strategies and solutions Collaborate with stakeholders to gather requirements and define project scope Oversee the design, development, and testing of integration solutions Ensure adherence to best practices and industry standards Mentor and guide team members in integration methodologies Other Requirements: Good understanding of retail banking, payment services, and loan servicing operational processes. Understanding of APIs and associated tools such as Postman Understanding of development project sprints Team player with an agile mindset, strong analytical and problem-solving skills. Excellent communication and interpersonal skills, adaptable to different audiences and working styles. Proactive, independent work style with strong organizational skills. Supervisory Responsibilities: Collaborate with project team members and third parties Supervise the third-party delivery processes Equipment/Systems: Microsoft Office environment, Microsoft Project
Oct 01, 2025
Contractor
We are seeking a skilled and experienced Technical Integration Lead to join our dynamic team on a 18 months fixed term contract. As a Technical Integration Lead, you will play a crucial role in overseeing and implementing complex technical integration projects. The ideal candidate will have a strong background in software development, system architecture, and project management. You will be responsible for leading integration efforts, collaborating with cross-functional teams, and ensuring seamless communication between various technical systems. Main Function of the Job: Lead the integration stream for the core banking project, focusing on technical aspects. Assist in the transition to new digital initiatives, ensuring a safe, secure, and risk-managed process. Support project management activities in line with best practice methodologies to aid governance oversight. Main Duties: Assist in the timely and successful delivery of project milestones with a focus on integration tasks, including system specification, documentation, process flows, validation of system build, data extraction, cleansing and migration, interface specification and testing, training, UAT, and cutover reconciliation. Apply project management tools and techniques to support on-time delivery. Develop project scopes and objectives involving relevant stakeholders. Facilitate project delivery within agreed scope and regulatory expectations. Maintain project plans and documentation. Assist in managing changes in project scope, schedule, and costs. Assess project risks, contribute to mitigation strategies, and manage RAID logs. Ensure quality standards for technical requirements and project management. Lead and manage technical integration projects from conception to completion Develop and implement integration strategies and solutions Collaborate with stakeholders to gather requirements and define project scope Oversee the design, development, and testing of integration solutions Ensure adherence to best practices and industry standards Mentor and guide team members in integration methodologies Other Requirements: Good understanding of retail banking, payment services, and loan servicing operational processes. Understanding of APIs and associated tools such as Postman Understanding of development project sprints Team player with an agile mindset, strong analytical and problem-solving skills. Excellent communication and interpersonal skills, adaptable to different audiences and working styles. Proactive, independent work style with strong organizational skills. Supervisory Responsibilities: Collaborate with project team members and third parties Supervise the third-party delivery processes Equipment/Systems: Microsoft Office environment, Microsoft Project
