Team Leader Client Services (Private Banking)

Up to £75,000 plus excellent bonus and benefits

Mayfair, London - Hybrid working

Candidates will need proven experience of leading operational or client support teams within private banking or financial services, with strong coaching, performance management and operational control skills

An established private bank is looking for an Team Leader to take responsibility for its Private Banking Operations support team in Mayfair. Reporting to the Head of Client Support, you will lead a team of Assistant Banking Managers and Business Support Assistants, setting the standard for service, accuracy and ways of working.

You will combine people leadership with hands-on oversight of day-to-day client administration. You will coach and develop the team, plan workloads, keep operational controls tight and act as a point of escalation for complex client matters. You will work closely with the Head of Client Support, Heads of Banking and Banking Directors.

Key Responsibilities of the Team Leader Client Services (Private Banking) to include:

• People Leadership: lead, coach and develop the team, with regular one-to-ones, performance reviews and development discussions, clear objectives and honest feedback.
• Performance and Wellbeing: manage performance, conduct, attendance and wellbeing in partnership with the People Team, and support onboarding, induction and probation for new joiners.
• Culture: build an engaged, inclusive and high-performing team and act as a role model for the bank's values and expected behaviours.
• Operational Excellence: drive consistency, standardisation and continuous improvement across support processes, and monitor service levels, quality and productivity, taking action where needed.
• Resource Planning: allocate resource effectively, including workload planning, holiday management and absence cover.
• Controls and Risk: oversee adherence to operational controls, including AML, customer due diligence, dormant accounts, payment controls, CRM integrity and credit administration, with a right-first-time approach.
• Training and Competence: support the team's Training and Competency Framework, identify skills gaps and put coaching and training in place.
• Client Service: support a first-class client experience, act as an escalation point for complex client matters and build strong relationships with Banking Directors, Associate Banking Directors and professional intermediaries.
• Technical Support: support Banking Directors and Associate Banking Directors with client portfolio administration, including account opening, payments, foreign exchange and deposit requirements, and prepare MI, reports and client documentation.
• Change and Collaboration: work with Banking, Operations, Credit and Risk colleagues and support change projects affecting the support function.
• Compliance: maintain full compliance with the bank's policies, procedures and regulatory obligations.

Requirements for the successful Team Leader Client Services (Private Banking):

• Proven people leadership experience, including coaching, performance management and colleague development.
• Strong knowledge of private banking, banking operations and client service delivery.
• Experience leading operational or client support teams in a banking or financial services environment.
• A solid understanding of operational risk, controls and regulatory requirements.
• Experience delivering training, coaching and competency development.
• Strong organisational and planning skills, with the ability to manage competing priorities and make sound decisions in a fast-paced environment.
• Excellent communication, influencing and stakeholder management skills.
• A problem-solving mindset with a drive for continuous improvement.
• Able to work autonomously within a small team while staying collaborative.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.