Oversee front office, middle office, and back office personnel to guarantee prompt and seamless service delivery to Private Banking clients.
Ensure the smooth and compliant execution of client transactions and investment portfolio management in alignment with each client’s specified mandate.
Educate clients within the wealth management sector, delivering tailored financial advisory services designed to optimize their investment choices.
Evaluate client profiles to confirm that investment decisions align with established mandates, risk profiles, and risk tolerance levels.
Facilitate a sales and service-oriented culture by providing coaching, mentorship, and motivation to team members to drive performance and engagement.
Contribute proactively to the creation and refinement of budgets and targets in alignment with the Private Banking business, while ensuring the consistent attainment of monthly and annual objectives.
Authorize capital and operational expenditures for the Hub in accordance with approved guidelines from the GH.
Our objective is to maintain Hub operating expenses within the approved financial budget.
Maintain absolute adherence to a zero-tolerance policy for inactive or dormant accounts while safeguarding all entrusted information as mandated by the Bank’s Information Security requirements. Uphold strict compliance with the principles and policies outlined in the Information Security Handbook to ensure the protection of all data assets.
We seek a candidate with a minimum of five years of experience in a related field, demonstrating proficiency in project management and a proven ability to lead cross-functional teams. The ideal applicant must hold a Bachelor’s degree in Business Administration, Engineering, or a related discipline, along with relevant certifications such as PMP or Six Sigma. Strong analytical skills, exceptional communication abilities, and a results-driven mindset are essential for success in this role. Additionally, familiarity with industry-specific software and tools, along with a track record of delivering projects on time and within budget, is required.
A 2:2 undergraduate degree or higher is required for this position.
A postgraduate degree in business or a related field, or another relevant professional qualification, is preferred—though not obligatory.
A minimum of 10 to 15 years of professional experience within the banking sector or a closely aligned industry is required.
Proficiency in Asset & Wealth Management or Investment Banking represents a valuable asset for candidates pursuing this role.
Specialized expertise in Portfolio Management and Asset Allocation strategies is required, with a strong emphasis on practical application and theoretical understanding. Candidates must demonstrate proficiency in optimizing investment portfolios to align with client objectives and market conditions. The role demands a deep comprehension of risk assessment, diversification techniques, and performance evaluation metrics to ensure robust financial decision-making. Additionally, familiarity with industry-standard tools, regulatory frameworks, and evolving market trends is essential for effective portfolio construction and management.
Proficient in conducting comprehensive Customer Profiling and performing detailed Risk Assessments are essential competencies for this role. The incumbent will apply analytical skills to evaluate customer data, identify potential risks, and implement appropriate mitigation strategies to ensure compliance and operational integrity.
To apply, please submit your application through the designated application method outlined below.
To submit your application, please utilize the provided link(s) on the company’s official website.
Qualifications
BA/BSc/HND
Experience Required
10 - 15 years
