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Team Leader, Private Banking

Salary undisclosed

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About the jobYou will be responsible for leading a team of Relationship Managers (RMs), Associate RMs and Account Managers/ Assistants.Acting internally as role model and externally as ambassador for the Bank, you will drive the business by helping the team to manage its client base, and to further grow the business through share of wallet or by acquiring new clients.You will fully assume the supervisory responsibilities and manage risks as first line of defence. You will develop jointly with RMs client action plans and support them in the strategic developments of their books.You will provide suitable structure and coaching to allow and enable RMs in meeting Key Performance Indicators (KPIs) related to acquiring new and developing and retaining existing client relationships.You will enable and support your team to identify, acquire and onboard new clients by applying the systematic sales process, and to grow the share of wallet and revenues of existing clients, and develops comprehensive 6-12-month client action plans with the RMs.You will proactively establishe a good network and an appreciative cooperation with relevant internal stakeholders, and introduce product and sales specialists at pertinent meetings.You will actively manage clients at risk by following up with clients, and involving specialists and further line management for retention purposes. You will drive the Business Development of the team and the implementation of client initiatives and promote the active use of centrally offered events for customer acquisition and retention.You will ensure that the team is enabled with adequate resources, information, and guidance to deliver on their objectives and are responsible for the overall development of the team. You will manage the development of all team members, support them in their daily tasks and ensure a good and performance-driven team spirit.You will evaluate and manage the performance of the RMs and of the supporting roles in the team and be responsible for their performance management process. You will drive the hiring of new RMs in close collaboration with the Market Head and establish a multi-generational strategy allowing for the development of the next generation of RMs in line with the succession plan and the next generation of clients.You will create a strong culture of compliance, ethical behaviours, and sound risk management practices. You actively manage risk by ensuring a fully functioning first line of defence and ensure high KYC quality and adherence to the Bank's risk appetite as approver in account opening as well as in periodic review processes.You will educate team members on a regular basis on risk topics/ appetite, applicable policies and necessary documentation standards, share best practices and discuss detected deficiencies to increase overall team knowledge, awareness and adherence.Pre-requisites
  • Higher education with relevant degree (university or equivalent)
  • Communicates in a concise, competent, and professional manner
  • Personal integrity and exemplary ethical behaviour
  • Excellent management and leadership skills
  • Strong organisational, team building, and interpersonal skills with a positive mindset and can-do attitude
  • High level of risk awareness
  • Excellent judgement and ability to work in an agile manner and adapt to new situations
  • Proven track record in client service and experience in acquiring new client relationships and Relationship Manager relationships
  • Sound commercial judgement, representative of the Bank's shareholder interest, of the Bank's reputation and of the Bank's ethics
  • Sound affinity with the geographic areas covered, i.e. familiar with the local legal and regulatory environment as well as cultural awareness
  • In-depth knowledge of global financial markets and current developments in the banking industry
Submit your application to quoting the Job Title.Your interest will be treated in strict confidence.Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.Full TimeSubmit Your CV
  • Name*
  • Email*
  • Subject
  • Message
  • File Upload
Max. file size: 50 MB.Related JobsSenior Manager, Compliance
  • Full Time
  • September 30, 2023
Private Banker, North Asia Market
  • Full Time
  • August 1, 2022
Trading Solutions COO
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  • July 29, 2021
Copyright 2025 WMRC Private Ltd. All rights reserved. WMRC Private Ltd. company number 200819704W operating as an Employment Agency under Licence number 16S8166.
About the jobYou will be responsible for leading a team of Relationship Managers (RMs), Associate RMs and Account Managers/ Assistants.Acting internally as role model and externally as ambassador for the Bank, you will drive the business by helping the team to manage its client base, and to further grow the business through share of wallet or by acquiring new clients.You will fully assume the supervisory responsibilities and manage risks as first line of defence. You will develop jointly with RMs client action plans and support them in the strategic developments of their books.You will provide suitable structure and coaching to allow and enable RMs in meeting Key Performance Indicators (KPIs) related to acquiring new and developing and retaining existing client relationships.You will enable and support your team to identify, acquire and onboard new clients by applying the systematic sales process, and to grow the share of wallet and revenues of existing clients, and develops comprehensive 6-12-month client action plans with the RMs.You will proactively establishe a good network and an appreciative cooperation with relevant internal stakeholders, and introduce product and sales specialists at pertinent meetings.You will actively manage clients at risk by following up with clients, and involving specialists and further line management for retention purposes. You will drive the Business Development of the team and the implementation of client initiatives and promote the active use of centrally offered events for customer acquisition and retention.You will ensure that the team is enabled with adequate resources, information, and guidance to deliver on their objectives and are responsible for the overall development of the team. You will manage the development of all team members, support them in their daily tasks and ensure a good and performance-driven team spirit.You will evaluate and manage the performance of the RMs and of the supporting roles in the team and be responsible for their performance management process. You will drive the hiring of new RMs in close collaboration with the Market Head and establish a multi-generational strategy allowing for the development of the next generation of RMs in line with the succession plan and the next generation of clients.You will create a strong culture of compliance, ethical behaviours, and sound risk management practices. You actively manage risk by ensuring a fully functioning first line of defence and ensure high KYC quality and adherence to the Bank's risk appetite as approver in account opening as well as in periodic review processes.You will educate team members on a regular basis on risk topics/ appetite, applicable policies and necessary documentation standards, share best practices and discuss detected deficiencies to increase overall team knowledge, awareness and adherence.Pre-requisites
  • Higher education with relevant degree (university or equivalent)
  • Communicates in a concise, competent, and professional manner
  • Personal integrity and exemplary ethical behaviour
  • Excellent management and leadership skills
  • Strong organisational, team building, and interpersonal skills with a positive mindset and can-do attitude
  • High level of risk awareness
  • Excellent judgement and ability to work in an agile manner and adapt to new situations
  • Proven track record in client service and experience in acquiring new client relationships and Relationship Manager relationships
  • Sound commercial judgement, representative of the Bank's shareholder interest, of the Bank's reputation and of the Bank's ethics
  • Sound affinity with the geographic areas covered, i.e. familiar with the local legal and regulatory environment as well as cultural awareness
  • In-depth knowledge of global financial markets and current developments in the banking industry
Submit your application to quoting the Job Title.Your interest will be treated in strict confidence.Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.Full TimeSubmit Your CV
  • Name*
  • Email*
  • Subject
  • Message
  • File Upload
Max. file size: 50 MB.Related JobsSenior Manager, Compliance
  • Full Time
  • September 30, 2023
Private Banker, North Asia Market
  • Full Time
  • August 1, 2022
Trading Solutions COO
  • Full Time
  • July 29, 2021
© Copyright 2025 WMRC Private Ltd. All rights reserved. WMRC Private Ltd. company number 200819704W operating as an Employment Agency under Licence number 16S8166.