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Join us as a Private Bank Executive Manager, where you'll lead a team of Private Bank Executives who support the day-to-day needs of high-value clients. You'll be responsible for delivering an exceptional client experience, driving operational excellence, and ensuring the team provides seamless support across every stage of the client journey.
Job Responsibility
Lead a team of Private Bank Executives who support the day-to-day needs of high-value clients
Deliver an exceptional client experience, driving operational excellence, and ensuring the team provides seamless support across every stage of the client journey
Coach, develop, and inspire your team, helping them navigate complex client requests while maintaining the highest standards of service, risk management, and regulatory compliance
Act as an escalation point for more sensitive or complex client situations
Identify opportunities to improve processes, increase efficiency, and enhance the overall client and colleague experience
Work closely with colleagues across Investments, Lending, Operations, Risk, and Compliance to ensure clients receive coordinated and consistent support
Oversee key control activities, maintain high standards of KYC and AML compliance, and take ownership for service delivery, team performance, and operational outcomes
Requirements
Leading and developing client-facing teams within Private Banking, Wealth Management, or a similar financial services environment
Managing complex client relationships and acting as an escalation point for sensitive service or operational matters
Operating within regulated environments and ensuring policies relating to KYC, AML, and risk management are consistently applied
Building strong partnerships with Private Bankers and internal stakeholders to deliver outstanding client outcomes
Nice to have
Strong leadership and coaching capabilities, with a track record of developing high-performing teams
The ability to identify opportunities for improvement, implement change, and drive measurable enhancements to service delivery
A strong understanding of operational risk, controls, and governance, with a commitment to maintaining high standards of compliance
Excellent organisational and problem-solving skills, with the ability to balance client needs, team priorities, and business objectives
A proactive and detail-oriented approach, with the confidence to make decisions and take ownership of outcomes
What we offer
Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities
Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy