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Job Summary

  • To lead and manage a team of Private Wealth Bankers as well as Sales Support Consultants within a defined geographical area, driving growth in high-net-worth client acquisition, relationship deepening and revenue generation. 
  • The role is responsible for implementing the Private Wealth Banking strategy, ensuring exceptional client experience, compliance and talent development aligned to business priorities.
  • Formulate tactical strategy and associated delivery plans related to single practice areas. 
  • Ensure proactive integration and operational tactical enhancement.

Job Description

People Management:

  • Coach, mentor and manage team members toward driving business objectives and ensuring colleague development

Customer Management

  • To manage  customers experience for all clients and turnaround times

Risk and Operations Management:

  • Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards

Business Management:

  • Manage the levels of performance and service standards that need to be achieved by translating the Business Unit’s strategy into achievable objectives and contracting these through the Performance Development process for the team.

Stakeholder Management :

  • Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the team, sharing knowledge, experience, best practice and providing constructive feedback as required.

Customer Experience:

  • To provide service excellence and achieve customer satisfaction

Education

  • National Diplomas and Advanced Certificates: Business, Commerce and Management Studies

Source

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