The Chief Private Banking Officer is responsible for leading the bank's private banking division, ensuring the delivery of exceptional wealth management services to high-net-worth and ultra-high-net-worth clients. The CPBO will define strategy, drive growth, and ensure operational excellence while maintaining regulatory compliance and safeguarding the bank's reputation.

Key Responsibilities

Strategic Leadership

Develop and implement the vision and strategy for the private banking division in alignment with overall bank objectives.

Identify growth opportunities, new products, and services tailored for high-net-worth clients.

Set performance targets and ensure the achievement of revenue and profitability goals.

Client Relationship Management

Build and maintain strong, long-term relationships with key clients.

Ensure the highest standard of personalized service, including investment advisory, estate planning, and wealth structuring.

Oversee client acquisition and retention strategies.

Team Leadership and Development

Lead, mentor, and develop a team of relationship managers, wealth advisors, and support staff.

Foster a high-performance culture emphasizing client-centricity, integrity, and collaboration.

Risk Management and Compliance

Ensure all private banking operations comply with regulatory and internal risk management policies.

Oversee due diligence, KYC/AML procedures, and client onboarding processes.

Monitor market, credit, and operational risks affecting client portfolios.

Product and Portfolio Management





Collaborate with investment, treasury, and product teams to deliver competitive offerings.

Monitor portfolio performance and ensure alignment with clients' financial objectives.

Introduce innovative wealth management solutions to meet evolving client needs.

Brand and Market Presence

Represent the bank in industry forums, conferences, and media engagements.

Strengthen the bank's brand in the private banking and wealth management sector.

Qualifications

Bachelor's degree in Finance, Business, Economics, or a related field; MBA or relevant postgraduate degree preferred.

Minimum 12–15 years of experience in private banking, wealth management, or financial services leadership roles.

Proven track record of managing high-net-worth client relationships and achieving revenue growth targets.

Deep understanding of investment products, financial planning, tax optimization, and estate planning.

Key Skills and Competencies

Strong leadership and people management skills.

Excellent communication, negotiation, and relationship-building abilities.

Strategic thinking and business development acumen.

Sound judgment in risk management and regulatory compliance.

Client-centric mindset with a focus on delivering personalized solutions.

Performance Metrics

Client acquisition and retention rates.

Assets under management (AUM) growth.

Revenue and profitability of the private banking division.

Compliance and risk management adherence.

📌 Chief Private Banking Officer (Trinitat)
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📍 Trinitat