Private Banking Support Manager

Job description

Private Banking Support Manager - Mayfair, London An excellent opportunity has arisen to join the Private Banking Support ("PBS") team at EFG in Mayfair, London. The PBS team plays a key role in ensuring operational effectiveness, AML, compliance and consistency in client lifecycle management processes across all private banking activities in the UK. The role requires a subject matter expert to contribute to the effectiveness of Client Lifecycle Management processes and provide opportunities to expand capabilities through exposure to senior stakeholders in the bank.

Tasks and responsibilities

The Private Banking Support Manager will;

• Review and assess client profiles under Client Lifecycle Management workflows (Account Opening, CIP Modification and Relationship Review) to ensure compliance with internal policies and regulatory requirements.
• Support relationship managers in onboarding and maintaining client relationships, providing reliable guidance and expertise during relevant processes.
• Contribute to ongoing process improvements, ensure efficiency and high quality of customer experience.
• Take responsibility for various ad hoc tasks and projects assigned by the Head of PBS and ensure they are completed in a timely and effective manner.

Requirements

Required knowledge, skills and experience:

• Strong knowledge of AML/KYC regulations, cross-border risks and broader regulatory compliance frameworks.
• Risk-focused mindset with the ability to balance business needs with effective control.
• Excellent written and verbal communication skills, with the confidence to engage and influence stakeholders across multiple functions.
• Proven ability to work independently, manage competing priorities and make sound decisions under pressure.
• Highly organized, self-motivated and able to manage multiple complex tasks and deadlines with limited supervision.
• Strong interpersonal skills and a collaborative approach to working with cross-functional teams in an international environment.
• Proven problem solving ability, with a logical mindset and a focus on identifying root causes and opportunities for process improvement.
• Experience in high-pressure environments, ideally in the financial services sector.
• Proficient in Microsoft Excel, PowerPoint, SharePoint and Outlook, with solid experience in data analysis and process improvement.

Required qualifications:

• Degree or equivalent record of professional development.

Required skills:

• Attention to detail.
• Self-motivated and able to work independently.
• A strong team member.
• Organized and able to work under pressure to ensure deadlines are met.
• Excellent verbal and written communication skills.
• Complete discretion regarding clients and banking activities.
• Logical and analytical.
• Endurance and resilience.
• Honesty and reliability.

We offer

At EFG, we have tailored our benefits to the needs of our employees and created a comprehensive benefits package designed to support and enhance employee wellbeing in as many areas of life as possible. Below is a summary of the excellent benefits we offer our employees at EFG:

• A highly competitive, non-contributory pension commitment (with the option to make further contributions via salary sacrifice)
• Increased annual vacation entitlements
• Private health insurance
• Reimbursement of membership fees
• Life insurance
• Income protection

A wide range of employee benefits and opportunities, such as wellness apps, mortgage brokerage, insurance discounts