Managing Director, PB
Core
Develops, manages, retains, and grows profitable banking relationships with high-net-worth clients while leading a team to deliver complex balance sheet management solutions.
Role type
Managing Director, Private Banking (Senior IC with team leadership)
Builds
High-net-worth client portfolios and team performance
Domain
Wealth Management / Private Banking / Credit
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning, credit risk management, team leadership, strategic planning, complex negotiation, relationship management, regulatory compliance, business development, data analysis, risk culture promotion
Preferred skills
Thought leadership in innovation, cross-group collaboration, ambiguity management
Technologies
Banking products, credit qualification frameworks, risk management tools
Responsibilities
Develop and execute business plans to grow revenue; manage a team to deliver business results; act as lead relationship manager for complex client needs; develop relationships with client professional advisors; negotiate complex credit strategies; monitor and track portfolio performance; promote bank's risk culture; ensure adherence to policies and regulations.
Seniority
Senior, hands-on IC with team leadership
