Head of Private Banking

Overview

Our client, an International Bank based in London, are seeking an exceptional leader to join their organisation as Head of Private Banking
, driving the strategic growth of their high-net-worth client segment. This is a rare opportunity to shape a premier private banking offering, lead a high-performing team, and deliver world-class client experiences in a fast-evolving financial landscape.

Keen to speak to any Private Banking professionals, who have held a similar position or has managed an International desk and collaborated with International offices/desks. Also, keen to speak to anyone, who s looking to take that next step in their career, so a Deputy Head or maybe Executive Director, VP, Senior Director, etc.

Main responsibilities will include but not limited to;

• Managing first line of defence
• Reviews financials budgets on monthly basis and develops strategy to stay on track
• Works and liaises with Private Banking Head Office and other counter parties to grow the London client base and product offering
• Deputises and supports other team members by attending to clients’ needs in their absence whilst adhering at all times to the FCA competences requirements
• To continue building investment knowledge and be conversant with the full range of private banking services: to be competent in trusts, asset management, banking and advisory services and to act as an effective trusted advisor in the delivery of these services
• Initiates, develops and retains client relationships while contributing actively to the business development and financial goals of the unit. Is jointly involved in client solicitation, presentation, closings, account management and development
• To be responsible for up-to-date compliance, KYC and client profile on each client.
• To be responsible for assessing risk tolerance and investment suitability of each client and marketing appropriate products and services
• Sufficient knowledge in trusts, asset management, banking and advisory services and the aim of becoming an effective “trusted advisor” in the delivery of these services to team clients
• To be responsible for client satisfaction and service quality levels by ensuring that the client’s needs are met by performing administrative tasks required to fulfil client requirements
• Remains informed about market trends, customer preferences, and new products
• Contributes to all aspects of the marketing mix including products development
• Completes meeting reports and establishes a follow-up system
• Participates, anticipates, enquires, responds, and prepares written presentations and other documents independently
• Drive forward the Investment and Real Estate book out of London
• Continue to develop Investment and Real Estate offering based on client needs.
• Contributes to the development of Investment and Real Estate offering and all aspects including strategy development and implementation.
• Works with and supports relationship managers to determine customer investment needs and enables solutions adhering to Private Banking guidelines.

If you d like to discuss this opportunity further please contact us ASAP.

Candidates must also have the right to work in the UK. I m afraid sponsorship isn t offered for this position.

Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.