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Confidential

Managing Director, Private Bank Team Leader

Confidential, New York, New York, us, 10261

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Managing Director, Private Bank Team Leader About the Company Renowned commercial investment banking company with an international reach Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & Mortgages Consulting & Professional Services Brokerage Business Common Purpose Finance Financial Ingenuity Financial Responsibility Global Bank Investing Investment Banking Responsible Finance Global Banking Global Finance Investment Bank Insurance Asset Management Investment Management Financial Transactions International Trade Capital Management Assistance Services Risk Analysis Home Ownership Lending Services Financial Trading Foreign Trade Mobile Communication Blockchain Regulatory Affairs Sustainability Corporate Citizenship Credit Specialties banking commercial banking investment banking wealth management credit cards capital markets equity and fixed income research consumer lending cash management and transaction services Business Classifications B2B B2C About the Role The Company is seeking a Banker Team Leader with a focus on managing senior Banker UHNW and HNW professionals. The successful candidate will be responsible for growing the existing client business and developing an acquisition strategy for UHNW and HNW target names. This role requires a deep understanding of the market, a proven track record in business growth, and the ability to lead a high-quality team. The Banker Team Leader will be accountable for driving revenue, coaching team members, and ensuring the team meets its revenue goals. Excellent communication skills are essential for influencing a wide range of audiences and for both internal and external negotiations that have a significant impact on the business. Applicants must have a minimum of 15 years' experience, with a strong background in private banking, particularly in the UHNW market. The role demands a leader with a solid conceptual and practical grounding in the industry, as well as in-depth knowledge of direct competitors' products and services. The ideal candidate will have a Bachelor's degree, with a Master's degree preferred, and a proven ability in relationship selling. Responsibilities also include maintaining compliance with regulatory requirements, managing client expectations, and developing tailored financial strategies. The role is pivotal in ensuring the team is aligned with the strategic direction of the business and in fostering long-term client relationships. Hiring Manager Title Market Executive Travel Percent Less than 10% Functions Finance Business Development Strategy