Lead of Private Banking Client Relationships

Reporting to PB Management, this role will lead the Private Banking Client Relationship team with the following key responsibilities:

• Develop and expand the customer base while enhancing Private Banking products and services to achieve the department’s business objectives, ensuring full compliance with the bank’s policies and procedures.

• Maintain and nurture strong client relationships.

• Supervise Relationship Managers to help them meet their individual KPIs.

• Review and approve exception transaction requests, customer due diligence, and documentation submitted by Relationship Managers.

• Oversee team resources and coordinate staff training to ensure continuity in business activities and customer service standards.

• Fulfill additional tasks as assigned by the reporting manager.

Requirements

1. Bachelor’s degree or higher.
2. CACS P1 & P2.
3. Minimum of 5 years in a relevant role.
4. Strong analytical, coordination, and communication skills.