Highly visible role aimed to deliver a best-in-class operating model for Private Client Sales, a recently formed JV team between CIB -Global Markets & Global Banking and WRB-Private Bank to deliver holistic ‘One Bank’ solution to Family offices and ultra HNW clients
The role is responsible for driving execution of business priorities, managing financial resources, and ensuring strong coordination with control and infrastructure partners.
This position acts as a key connector between the business and functions including Finance, Risk, Operations, Technology, Compliance, and HR, with a focus on delivering efficient, scalable, and well-controlled outcomes.
An ideal candidate would have experience in Private Bank and Corporate & Investment Bank, with a focus on Global Markets and Wealth Management products.
Strong experience in a COO, Business Management, Strategy, Project & Change Management or similar role within Fixed Income, Markets, or Private Bank (more than 10 years).
Methodical, data-driven approach to dissect complex challenges and deliver scalable, practical solutions.
Proven ability to engage, influence, and align senior stakeholders across front office, risk, compliance, and operations.
Commercially minded, proactive, and innovative in identifying opportunities, driving change, and delivering business growth
Self starter with strong judgment, accountability, and the ability to operate independently.
Strong written and verbal communication skills, with the ability to engage confidently with senior stakeholders.
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
Core bank funding for retiremen
Experience: Mid / Senior level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Highly visible role aimed to deliver a best-in-class operating model for Private Client Sales, a recently formed JV team between CIB -Global Markets & Global Banking and WRB-Private Bank to deliver holistic ‘One Bank’ solution to Family offices and ultra HNW clients
The role is responsible for driving execution of business priorities, managing financial resources, and ensuring strong coordination with control and infrastructure partners. This position acts as a key connector between the business and functions including Finance, Risk, Operations, Technology, Compliance, and HR, with a focus on delivering efficient, scalable, and well-controlled outcomes.
An ideal candidate would have experience in Private Bank and Corporate & Investment Bank, with a focus on Global Markets and Wealth Management products.
Strong experience in a COO, Business Management, Strategy, Project & Change Management or similar role within Fixed Income, Markets, or Private Bank (more than 10 years).
Methodical, data-driven approach to dissect complex challenges and deliver scalable, practical solutions.
Proven ability to engage, influence, and align senior stakeholders across front office, risk, compliance, and operations.
Commercially minded, proactive, and innovative in identifying opportunities, driving change, and delivering business growth
Self starter with strong judgment, accountability, and the ability to operate independently.
Strong written and verbal communication skills, with the ability to engage confidently with senior stakeholders.
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
