Deputy Head of PBS
Deputy Head of PBS focuses on oversee the end-to-end delivery of account opening, cip modification, and relationship review processes within the pbs team, ensuring operational excellence and compliance with reg.
What the role involves
- Oversee the end-to-end delivery of Account Opening, CIP Modification, and Relationship Review processes within the PBS Team, ensuring operational excellence and compliance with reg.
- Processing Improvement and Risk Management.
- Develop and refine PBS operational frameworks and processes within the specialist area, using advanced knowledge and conceptual thinking to address complex or unclearly defined iss.
- Leading initiatives to elevate the quality of front-line Client Lifecycle Management submissions, designing and coordinating targeted training programmes to address identified gaps an.
- Management Information (MI) Production and Insight.
- Deliver insightful management information (MI) to the Head of PBS and relevant Committees, analysing operational data to identify trends, root causes, and opportunities for improve.
Confirmed role details
- Manage the activities of the PBS Team as a first-level manager, with full technical responsibility for team output and day-to-day workflow management.
- Hold a university degree and a minimum of 10 years’ experience in financial services, preferably in private banking within an international environment.
- Demonstrate advanced understanding of first line control and Client Lifecycle Management processes, with strong knowledge of the tools and procedures used within Private Banking Su.
- Apply expert knowledge of regulatory and compliance frameworks to interpret, implement.
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