Manager Private Banking
Private Banking
Anguilla
Fulltime
Role details
About MAKE
At MAKE, we believe creators deserve a banking solution that gets them. One that’s fast, intuitive, and built to help them grow. We’re building the world’s first financial platform tailored to content creators — making it easier to earn, spend, and save money across borders.
MAKE was founded with a specific purpose in mind to address the underserved needs of the Creator Economy often overlooked by traditional banking while bringing forward technology, banking, and global solutions for our Creator Economy Clients.
Role Description
We're looking for a Manager, Private Banking to own and grow a portfolio of high-net-worth client relationships. This person is a skilled relationship manager with strong commercial instincts and a genuine client-first mindset, who can identify client needs and bring the right products and solutions to meet them.
You'll manage day-to-day relationships with private banking clients, act as their primary point of contact, and coordinate with product specialists (investments, lending, wealth planning) to deliver a joined-up service. You'll be responsible for growing assets under management within your portfolio while maintaining a high standard of client service and full compliance with regulatory requirements.
You'll work closely with the Director of Private Banking and wider team to identify new business opportunities, support onboarding of new clients, and ensure existing relationships are retained and deepened over time.
Over time, the right person will build deep expertise across the private banking product suite and take on a larger, more complex portfolio.
Role Responsibilities
Own and manage a portfolio of private banking client relationships end-to-end
Act as the primary point of contact for clients, understanding their financial goals and needs
Coordinate with internal product specialists to deliver tailored investment, lending, and wealth planning solutions
Grow assets under management within your portfolio through proactive relationship management and new business development
Ensure all client interactions and transactions meet regulatory and compliance standards
Support onboarding of new clients, including documentation and due diligence processes
Maintain accurate client records and provide regular portfolio reviews and reporting
Collaborate with the Director of Private Banking on strategy for portfolio growth and client retention
Essential Requirements
4+ years of experience in private banking, wealth management, or relationship management within financial services
Strong understanding of investment products, lending, and wealth planning solutions
Proven track record of managing and growing a client portfolio
Excellent relationship-building and communication skills, with a client-first mindset
Strong understanding of regulatory and compliance requirements in private banking
Able to manage multiple client relationships and priorities at once
Comfortable working both independently and collaboratively with cross-functional teams
Nice to have Requirements
Relevant professional qualifications (e.g. CFA, CISI, or equivalent)
Existing network of high-net-worth or ultra-high-net-worth clients
Experience with digital-first or fintech banking platforms
Multilingual capability relevant to target client base