Job Details

Qualifications

Responsibilities

• You will spearhead the development of a cutting-edge private banking platform to include product development and implementation, encompassing wealth management, credit facilities, banking products, and the seamless integration of financial planning services

• Your leadership will be instrumental in shaping the direction of our offerings and ensuring the highest level of service to our valued clients

• Develop and implement a strategic vision for the private banking platform, aligning with the overall goals and objectives of the organization

• Lead the design and creation of specialized private banking products and services tailored to high-net-worth clients, including wealth management solutions, credit facilities, deposit offerings, and bespoke financial planning services

• Collaborate with cross-functional teams, including wealth management, risk management, technology, and marketing, to ensure seamless integration and delivery of private banking offerings

• Stay abreast of industry trends, regulatory developments, and competitive landscape to identify opportunities for innovation and differentiation

• Cultivate and maintain relationships with key stakeholders, including clients, senior management, and external partners, to drive business growth and client satisfaction

• In close collaboration with the banking CEO partners, provide leadership and guidance to a team of professionals, fostering a culture of excellence, collaboration, and continuous improvement

• Monitor and evaluate the performance of the private banking platform, tracking key metrics and KPIs to measure success and identify areas for optimization

• Develop a comprehensive compensation package for our private bankers, aligning the desired results with our compensation structure

• Ensure compliance with relevant laws, regulations, and internal policies governing private banking activities