Manager Private Banking
Core
Trusted advisor to Ultra High Net Worth (UHNW) clients in the Caribbean, delivering the Black Card Experience and stewarding complex relationships.
Role type
Manager Private Banking
Builds
Tailored banking solutions, digital self-serve capabilities, and business growth for UHNW clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client relationship management, business development, KYC/AML compliance, digital banking education, operational risk mitigation, core banking systems proficiency
Preferred skills
IFIC accreditation, investment fundamentals, AI tools familiarity
Responsibilities
Deliver exceptional Black Card client experience, lead client relationship team for onboarding and issue resolution, drive strategic growth via contact plans and reviews, champion digital education and financial literacy, ensure operational excellence and compliance
Seniority
Manager, hands-on IC with team leadership