About the opportunity
Job Overview
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<div><font face="Times New Roman" size="2"><b><br></b></font></div><div><font face="Times New Roman" size="2"><b><u>Role Definition: Playing Captain Vs. Non-Playing Captain</u></b></font></div><div><ul style="font-family: Arial, Helvetica, sans-serif; font-size: small;"><li style="margin-left: 15px;"><p><span style="font-weight: bolder;"><span style="font-family: "Times New Roman";">Playing Captain </span></span></p><p><span style="font-family: "Times New Roman";">A Playing Captain functions both as a Relationship Manager (RM) and a Team Leader. This dual role involves directly managing a portfolio of HNW/UHNW clients while also leading a team of Private Bankers. The individual is expected to drive both personal and team-level revenue, ensuring optimal client service and performance.</span></p></li><li style="margin-left: 15px;"><p><span style="font-weight: bolder;"><span style="font-family: "Times New Roman";">Non-Playing Captain</span></span><br><span style="font-family: "Times New Roman";">A Non-Playing Captain acts as a strategic coach and senior leader. This role is purely team-focused, overseeing a group of senior Private Bankers and Playing Captains. Responsibilities include mentoring, performance management, strategic planning, and ensuring alignment with business</span> objectives.</p></li></ul></div> <p><b>Key Responsibilities (applicable to both roles)</b><br></p><ul style="font-family: Arial, Helvetica, sans-serif; font-size: small;"><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Build and maintain long-term relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.</span></p></li><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Understand clients’ financial goals and provide tailored wealth management solutions.</span></p></li><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Offer investment advisory, portfolio management, and risk management services.</span></p></li><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Cross-sell a full suite of banking products including loans, deposits, insurance, and investments.</span></p></li><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Collaborate with internal stakeholders (e.g., investment advisors, credit, legal, compliance) to deliver comprehensive financial solutions.</span></p></li><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Monitor client portfolios and provide ongoing strategic guidance and performance updates.</span></p></li><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Conduct client due diligence, KYC, and risk assessments in compliance with regulatory requirements.</span></p></li><li style="margin-left: 15px;"><p><span style="font-family: "Times New Roman";">Stay abreast of market trends, financial instruments, and regulatory developments.</span></p></li></ul><p> </p> <ul style="font-family: Arial, Helvetica, sans-serif; font-size: small;"><li style="margin-left: 15px;"><p>The candidate (whether a Playing or Non-Playing Captain) should ideally join the new firm along with their current team of experienced Private Bankers and Relationship Managers.</p></li><li style="margin-left: 15px;"><p>Alternatively, they must have the ability to identify, attract, and onboard high-performing RMs from within the private banking industry.</p></li><li style="margin-left: 15px;"><p>Must take full ownership of the team’s P&L, ensuring that RMs are equipped to manage clients independently while meeting business and compliance objectives.</p></li><li style="margin-left: 15px;"><p>Demonstrated leadership in building teams, driving revenue growth, and establishing strong client relationships in the private banking space.</p></li></ul>