Confidential
Managing Director, Private Banking Leader
About the Company
Join a prestigious commercial investment banking firm with a rich history and a global footprint.
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
Finance
Investment Banking
Asset Management
Insurance
Sustainability
Credit
Specialties
Wealth Management
Commercial Banking
Investment Banking
Capital Markets
Transaction Services
About the Role
We are on the lookout for an experienced Private Banking Leader to manage and inspire a team of senior Banker professionals specializing in Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. The successful candidate will take charge of expanding our existing client portfolio and devising strategies for acquiring new UHNW and HNW clientele.
The ideal leader will bring at least 15 years of in-depth experience in private banking, particularly within the UHNW market, coupled with a proven record of driving business growth. Excellent communication skills are crucial for effective negotiation with diverse stakeholders.
Your main responsibilities will include:
Driving revenue growth and meeting team revenue goals
Coaching and mentoring team members
Maintaining compliance with regulatory requirements
Developing tailored financial strategies that align with client needs
Managing client expectations and fostering long-term relationships
A Bachelor's degree is required, with a Master's degree preferred. This role is essential in aligning your team's strategies with the broader business objectives, contributing to our firm's mission to deliver exceptional financial services.
Hiring Manager Title
Market Executive
Travel Percent
Less than 10%
Functions
Finance
Business Development
Strategy