Senior Manager, Private Banking

To serve as the trusted advisor and primary relationship owner for High Net Worth and Ultra High Net Worth clients by delivering holistic wealth management, investment advisory, lending, insurance, succession planning, and lifestyle solutions. The role is accountable for the acquisition, growth, retention, and profitability of Private Banking relationships through deep understanding of client needs and proactive management of wealth across generations.

Key Responsibilities

i. Grow Assets Under Management (AUM), liabilities, investments, revenue, and overall portfolio profitability in line with agreed targets.
ii. Drive acquisition and retention of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients while increasing share of wallet within the portfolio.
iii. Develop and implement holistic wealth management and lifestyle solutions tailored to clients' personal, family, business, and lifestyle objectives, providing advisory support across investments, estate planning, luxury assets, exclusive experiences, and other bespoke Private Banking needs.
iv. Provide investment advisory services across local and international opportunities to support wealth creation and preservation.
v. Advise clients on succession planning, estate planning, wealth structuring, and other long-term wealth preservation strategies.
vi. Serve as the primary trusted advisor by maintaining a deep understanding of clients' evolving financial needs and conducting regular portfolio reviews.
vii. Deliver proactive, insights-driven recommendations that respond to changing market conditions and client circumstances.
viii. Coordinate specialist expertise across investment, insurance, tax, and other advisory services to provide integrated wealth solutions.
ix. Generate new business opportunities through strategic networking, referral partnerships, and collaboration with Corporate and Commercial Banking teams.
x. Ensure exceptional client service by coordinating end-to-end execution, advocating for clients' needs, and maintaining premium service standards

The Person

For the above position, the successful applicant should have the following:

  1. A Bachelor’s degree in Business, Finance, Economics or related field.
  2. Professional qualification CISI, CFA, CFP, Investment Advisory Certification or equivalent
  3. Master’s degree - Any business related

At least Eight years relevant experience including specific experience in the below areas:
• 5 years’ experience in Management Banking
• 5 years’ experience managing HNW.UHNW Clients
• 4 years’ experience in Private Banking or Wealth Management
• 4 years’ experience in Product Development and Management
• 3 years’ experience in Banking Sales & Customer Service
• 2 years’ experience in Project Management

The above position is a demanding role for which the Bank will provide a competitive remuneration package to the successful candidate. If you believe you can clearly demonstrate your abilities to meet the criteria given above, please log in to our Recruitment portal and submit your application with a detailed CV.

To be considered your application must be received by Monday, 28th September 2026.

Qualified candidates with a disability are encouraged to apply.

Only short-listed candidates will be contacted.

  • Posted :September 22nd, 2026
  • Deadline :September 28th, 2026

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Senior Manager, Private Banking

  • Posted :September 22nd, 2026
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