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.

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.