Oversee the performance of front office, middle office, and back office personnel to guarantee prompt and effective service delivery to Private Banking clients.
Supervise and guarantee the seamless execution of client transactions and investment portfolios in strict alignment with the client’s specified directives.
Deliver tailored financial advisory services in the wealth management sector, empowering clients through personalized education to strengthen their investment decision-making processes.
We evaluate client profiles to confirm that investments comply with specified mandates, risk profiles, and risk appetites.
Foster a high-performance sales and service culture by providing targeted coaching, insightful guidance, and consistent motivation to staff members.
Contribute collaboratively to the formulation of budgets and objectives aligned with the Private Banking sector, and work diligently to meet both monthly and annual performance goals.
Authorize capital and operating expenditures for the Hub in accordance with the approvals granted by the GH.
Maintain the Hub’s operating expenses in alignment with the approved budget allocation.
Maintain zero tolerance for dormant or inactive accounts while upholding the Bank’s strict Information Security requirements. Safeguard all entrusted data by rigorously adhering to the principles and policies outlined in the Information Security Handbook.
Seeking a skilled and experienced professional to join our dynamic team. Candidates must possess a minimum of five years in a relevant field, with a proven track record in project management and team leadership. A bachelor’s degree in a related discipline, such as business administration or engineering, is required, along with proficiency in industry-standard software tools. Strong analytical abilities, exceptional communication skills, and the capacity to drive results under pressure are essential. Responsibilities include overseeing project execution, mentoring junior staff, and ensuring adherence to company policies and industry regulations. The ideal candidate will demonstrate adaptability, a customer-focused mindset, and a commitment to continuous improvement.
A bachelor’s degree with a minimum of a 2:2 classification is required.
A preference exists for applicants holding a postgraduate degree in business or a related field, or possessing another relevant professional qualification, though this requirement is not mandatory.
Requires a minimum of 10 to 15 years of professional experience within the banking sector or a closely related field.
Professional experience within Asset & Wealth Management or Investment Banking is highly desirable.
Experienced professionals in Portfolio Management and Asset Allocation bring specialized expertise to optimize investment strategies and balance risk with returns. These individuals evaluate market trends, assess diverse asset classes, and construct balanced portfolios to meet client objectives. Proficiency in financial modeling, risk assessment, and performance tracking is essential to ensure alignment with strategic goals. They must also maintain a deep understanding of macroeconomic factors, regulatory changes, and evolving investment landscapes to deliver informed recommendations. Strong analytical skills, attention to detail, and the ability to communicate complex insights effectively are critical for success in this role.
Proficient in Customer Profiling techniques and Risk Assessment methodologies through formal training, with a strong emphasis on identifying potential threats and evaluating client suitability. Possesses comprehensive knowledge of data analysis, behavioral patterns, and regulatory compliance standards essential for conducting thorough risk evaluations. Capable of applying analytical frameworks to assess customer profiles, mitigating fraud risks, and ensuring adherence to organizational policies and industry regulations.
To apply, please follow the outlined application process as directed.
To initiate your application, kindly utilize the provided link(s) and submit your materials directly through the company’s official website.
Qualifications
BA/BSc/HND
Experience Required
10 - 15 years
