Asset & Wealth Management - IPB Head of Client Services - EMEA - Managing Director

The Managing Director for Europe, Middle East and Africa (EMEA) Client Services within the International Private Bank will lead the business component of strategic initiatives to revolutionize client service delivery and transformation, operational efficiency, and the control environment in a Digital First setting. This role is pivotal in managing and developing a high-performing team, fostering a culture of collaboration and continuous improvement, whilst maintaining a robust control environment across the EMEA region. The ideal candidate will be a visionary leader with a profound analytical mindset, capable of leveraging AI and advanced technologies to drive transformation to deliver impactful change within the financial services industry.

 

Key Responsibilities:

 

• Strategic and Operational Leadership: Oversee the daily execution of client transactions and inquiries, ensuring accuracy, compliance, and timely execution. Develop and implement comprehensive change management strategies to transform the client experience, ensuring alignment with the International Private Bank's strategic goals.
• Digital Transformation and AI Utilization: Champion a 'Digital-First, Human-Led' service model, promoting AI-driven solutions to streamline processes, enhance service delivery, and personalize client interactions. Oversee the implementation of Intelligent Workflows that automate repetitive administrative tasks while ensuring every client-facing decision remains under the direct oversight of a qualified professional
• Cross-Functional Collaboration: Partner with senior stakeholders across Product, leading business demand initiatives. Further collaborate with internal market partners, Business Management, Marketing, Finance, Technology, and Operations to ensure cohesive execution of transformation projects. Foster collaboration and alignment across diverse teams, leveraging insights from intelligent systems.
• Client Engagement and Relationship Management: Elevate excellence in client service delivery by collaborating with market managers, advisors and product partners to provide tailored services to clients, balancing sustainability with efficiency. Drive the adoption of digital tools and platforms to facilitate seamless interactions and transactions.
• Control Environment and Risk Management: Establish and maintain a robust control environment by implementing and monitoring effective controls to mitigate risks. Ensure adherence to regulatory requirements and internal policies, overseeing regular audits and reviews.
• Leadership and Team Development: Lead, mentor, and develop a high-performing team, fostering a culture of continuous improvement and innovation. Encourage strategic thinking and analytical problem-solving within the team.

 

 

 

Qualifications:

 

• Experience: Extensive experience in client-facing operating models, AI-driven change strategy development, and strategic leadership within the financial services industry, preferably in Private Banking.
• Education: Bachelor’s degree or equivalent; advanced degree preferred.
• Skills: Strong strategic and analytical thinking with excellent communication and presentation skills. Ability to engage and influence senior stakeholders and motivate a diverse team.
• Technical Proficiency: Expertise in AI, machine learning, data analytics, and technology innovation, with experience in digital transformation and client experience design. Proven track record of scaling AI pilots into production with measurable ROI. 
• Interpersonal Skills: Strong relationship-building skills, with the ability to work collaboratively across diverse teams and geographies.

 

Preferred Qualifications:

• Experience in managing large-scale client service operating models and leading operational change execution.
• Familiarity with end-to-end bank infrastructure, including advisors, client service, product, compliance, risk, technology, operations, controls, and data management.
• Proven success in driving operational excellence, business transformation, and client satisfaction through digital and AI-driven initiatives.
• Drive operational excellence by optimizing the end-to-end client journey, while elevating the Client Service Manager’s role to handle high-complexity exceptions.

About Us:

The International Private Bank is committed to delivering exceptional client service and innovative solutions. Our organization is a collaborative and integrated team providing market-leading day-to-day service to our clients. We are seeking top performers who can engage quickly and deliver meaningful impact in a fast-paced environment. Embrace the future with us by driving digital transformation and leveraging AI to elevate client satisfaction.