An exciting opportunity for an experienced Private Banking professional to lead a team of Assistant Relationship Managers while supporting high-net-worth and ultra-high-net-worth clients. This role combines people leadership, client servicing, operational oversight, business development support, and process improvement within a regulated wealth management environment.
What You’ll Do
- Lead, mentor and develop a team of client service professionals.
- Support Relationship Managers in delivering exceptional client service.
- Manage complex client administration, cash management and transaction execution.
- Coordinate client onboarding, KYC/AML reviews and account maintenance.
- Identify opportunities to enhance client experience and improve processes.
- Support business development and revenue generation initiatives.
- Oversee operational risk management and ensure regulatory compliance.
- Build strong relationships with clients and internal stakeholders.
- Assist with projects, reporting and day-to-day branch support activities.
What You’ll Need
- Experience within private banking, wealth management, or a client-facing financial services environment.
- Previous team leadership or supervisory experience.
- Strong understanding of private client products and services.
- Knowledge of KYC, AML and regulatory requirements.
- Excellent organisational, communication and relationship-building skills.
- Commercial awareness with a proactive and solution-focused mindset.
- Ability to manage multiple priorities in a fast-paced environment.
- Professional qualifications in banking, finance, or a related discipline are advantageous.
Why Join?
- Opportunity to lead and influence a high-performing team.
- Work with sophisticated private clients and complex financial solutions.
- Gain exposure to a broad range of wealth management activities.
- Play a key role in driving service excellence and operational improvements.
- Collaborative and professional working environment.
- Ongoing training, development and career progression opportunities.
More information about this role is available upon request – contact the team today for further details.
