Relationship Manager (Mortgage) – Private Banking
Posted on Jul 27, 2026 by CV-Library
City of London, City and County of the City of London, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
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
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
Reference: 225420317
https://jobs.careeraddict.com/post/113615132
Relationship Manager (Mortgage) – Private Banking
Posted on Jul 27, 2026 by CV-Library
City of London, City and County of the City of London, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
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
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
Reference: 225420317
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