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For Companies At a Glance
- Tasks: Lead private banking operations, manage client relationships, and drive business development.
- Company: International bank in London with a focus on private banking services.
- Benefits: Competitive salary, hybrid working model, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a significant impact in the private banking sector.
- Qualifications: Extensive knowledge in trusts, asset management, and client relationship management.
- Other info: Ideal for candidates seeking to advance their career in a prestigious banking environment.
The predicted salary is between 144000 - 216000 ÂŁ per year.
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.
Responsibilities
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 counterparties 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.
Next steps
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.
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Head of Private Banking employer: IPOE Consulting
Contact Detail:
IPOE Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Private Banking
✨Network Like a Pro
Get out there and connect with people in the private banking sector. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to potential contacts. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your knowledge in trusts, asset management, and advisory services. We want to see you shine as a trusted advisor, so share examples of how you've successfully managed client relationships in the past.
✨Follow Up Like a Boss
After any meeting or interview, send a quick follow-up email thanking them for their time and reiterating your interest in the role. It shows professionalism and keeps you fresh in their minds. We can’t stress enough how important this step is!
✨Apply Through Our Website
If you’re keen on this Head of Private Banking role, make sure to apply through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Head of Private Banking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Head of Private Banking role. Highlight your experience in managing client relationships and your knowledge of private banking services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific achievements that demonstrate your ability to grow client bases and develop strategies.
Showcase Your Knowledge: We want to see that you’re up-to-date with market trends and investment strategies. Include any relevant certifications or training that showcase your expertise in trusts, asset management, and advisory services.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at IPOE Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of private banking services, including trusts, asset management, and advisory services. Being able to discuss these topics confidently will show that you're ready to be a trusted advisor.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your ability to assess client needs and tailor solutions accordingly, as this is crucial for the role.
✨Stay Current with Market Trends
Familiarise yourself with the latest market trends and customer preferences in private banking. Being able to discuss recent developments will demonstrate your commitment to staying informed and your ability to contribute to business development.
✨Prepare for Compliance Questions
Since compliance is key in this role, be ready to discuss your experience with KYC and risk assessment. Show that you understand the importance of adhering to FCA requirements and how it impacts client satisfaction.
