About the role
AI summarisedSenior leadership role in private banking at a major bank, responsible for managing a team of relationship managers and driving business growth for high-net-worth clients. Focus on client service, portfolio management, and compliance.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and lead a team of Relationship Managers to achieve business targets and provide exceptional client service.
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives.
- Drive business development initiatives to acquire new clients and expand wallet share.
- Oversee the delivery of wealth management solutions including investment advisory, credit, and estate planning.
- Ensure compliance with regulatory requirements and internal policies, including AML and KYC.
- Monitor portfolio performance and provide strategic advice to clients.
- Collaborate with product specialists and other departments to deliver integrated solutions.
- Prepare and present business performance reports to senior management.
Requirements
- Minimum 10 years of experience in private banking or wealth management.
- Proven track record in managing a team of relationship managers.
- Strong knowledge of wealth management products and services.
- Excellent client relationship management and interpersonal skills.
- In-depth understanding of regulatory and compliance requirements in private banking.
- Degree in Business, Finance, Economics or related field.
- Strong leadership and people management abilities.
- Excellent communication and presentation skills.
- Ability to work in a fast-paced and dynamic environment.
- Relevant professional certifications (e.g., CACS, CFA) preferred.