The Agency is recruiting for a Director of Private Wealth on behalf of our client.

Strategic Leadership: Lead high-value client relationships and help shape the growth of a sophisticated private banking portfolio.

Senior Client Exposure: Advise ultra-high-net-worth individuals and families on complex financial needs alongside specialist teams.

Leadership Development: Coach and develop experienced banking professionals while contributing to broader regional growth.

• Manage and deepen a portfolio of ultra-high-net-worth client relationships, providing strategic and tailored financial advice.
• Drive new business development, expand existing relationships and identify opportunities across banking, wealth and credit solutions.
• Lead and support a high-performing client relationship team, maintaining strong service, governance and portfolio standards.
• Collaborate with internal specialists while coaching and mentoring Private Bankers across the wider business.

• MBA, CFA or another relevant postgraduate or professional qualification.
• Approximately 7–10 years’ experience within financial sales, advisory or private banking, including significant senior-level exposure to high-net-worth clients.
• Strong knowledge of relationship management, financial services sales and sophisticated client advisory.
• Proven leadership, communication, negotiation and people-development skills, with strong commercial judgment and emotional intelligence.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email patrick@theagency.ky.