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Private Banking Operations Manager

Job Reference: 1004050

The Agency is recruiting for a Private Banking Operations Manager on behalf of our client.
Responsibilities
  • Provide day-to-day operational support for private banking services and assist senior management.
  • Reviewing clients profiles and handling account openings, updates, and reviews and manage pre-approvals.
  • Authorize transfers of funds, cash, and securities.
  • Streamline and drive improvements in the efficiency and productivity of Private Banking operations and client services.
  • Drive and report on control processes to maintain a strong risk management and control culture.
  • Conduct compliance monitoring, transaction reviews, and control enhancements in Private Banking operations.
  • Provide training and guidance to other team members. 
  • Serve as a liaison between the First and Second Line of Defense and serve as the deputy for the Private Bank COO when required.

Requirements 

  • Bachelor’s degree in a relevant field.
  • At least 7 years of experience in international Private Banking and Wealth Management operations.
  • Strong understanding of data analysis, performance metrics, and corporate governance.
  • Proven leadership, communication, and organizational abilities.
  • Analytical and problem-solving skills with a focus on reliability and solutions.
  • Solid knowledge of regulatory compliance in the Cayman Islands financial services industry.
  • Project management experience.

Salary: US$120K-US$160k per annum. 

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 Mary-Clare@theagency.ky

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mary clare

Mary-Clare Treglia
Senior Recruiter

mary-clare@theagency.ky
+1 345 743 1770

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