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- Tasks: Lead and grow the Wealth Management business while ensuring client satisfaction.
- Company: Join a globally recognised bank with over 10 million active customers.
- Benefits: Enjoy a hybrid work model with 3 days in the office and 2 days remote.
- Why this job: Be part of a dynamic team driving financial success and client relationships.
- Qualifications: Must have experience in Private Banking and Wealth Management, preferably Level 6 RDR compliant.
- Other info: Opportunity to work with diverse clients and develop strategic business initiatives.
The predicted salary is between 72000 - 108000 £ per year.
Our Client is a globally recognised, successful bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business boasts over 10 million active customers in over 700 business locations. Due to business requirements, we are now looking to acquire the services of a Head of Wealth Management.
Please note that this is a hybrid role with 3 days in the office and 2 days working from home.
Key Responsibilities:- To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc.), attract and retain high-value clients, and grow the Wealth Management business with a strong focus on client satisfaction metrics within our target market.
- Promote strong and effective working relationships and communications with staff, ensuring that they are motivated, developed and supported.
- Work with Head of Private Banking to develop the team’s Business strategy.
- Shape and support development of the business strategy, including periodic performance reviews for CEO.
- Achieve annual new business targets as agreed with Management.
- Ensure the growth and profitability of the Private Banking Wealth Management Portfolio through solicitations and referrals and the judicious selection of Client Portfolios.
- Develop Sales Leads generation from internal sources, the group, client referrals and personal network.
- On board clients for private banking products and services in accordance with UK and the bank's procedures and regulations.
- Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Service.
- Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.
- Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions.
- Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites.
- Oversee and ensure the flow of clients’ transactions and investments portfolio is in accordance with client’s mandate and risk profile.
- Development of budgets and targets of private banking business and ensure achievement of monthly and annual targets.
- Provide supervisory function within WM and Advisory Business Unit, ensuring relevant regulations adhered to for competence sign off of potential Advisors.
- Liaise with the Bank’s external supervisor to ensure strict adherence to the T & C with regards to attaining competency.
- To develop dispassionate and objective relationships with third party fund managers and professionals e.g. law firms, property specialists and tax advisers.
- Supervise activities of middle office and back office to ensure timely and efficient service delivery to private banking.
- Very experienced as a Private Banker/ Investment Advisor.
- Current experience of Wealth Management in Private Banking.
- Understanding of UK regulatory framework and experience in implementing same.
- Experienced manager of a team of advisors.
- Direct knowledge and experience of the African market & UK Market.
- Exceptional networking skills and client relationship management skills.
- RDR Compliant - Level 6. (preferred)
- Able to demonstrate commercial instinct in building opportunities into revenue.
Head of Wealth Management employer: The Curve Group
Contact Detail:
The Curve Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Wealth Management
✨Tip Number 1
Network strategically within the wealth management and private banking sectors. Attend industry events, webinars, and conferences to connect with professionals who can provide insights or referrals that may lead to opportunities at our company.
✨Tip Number 2
Showcase your leadership skills by engaging in discussions about team development and client satisfaction metrics. Be prepared to share examples of how you've motivated teams and improved client relationships in previous roles during interviews.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in wealth management, particularly those affecting the UK and African markets. This knowledge will not only help you stand out but also demonstrate your commitment to staying informed in a rapidly evolving industry.
✨Tip Number 4
Prepare to discuss your experience with portfolio management techniques and client risk assessments. Highlight specific strategies you've used to enhance client investment decisions, as this will be crucial for the role and show your expertise in the field.
We think you need these skills to ace Head of Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and private banking. Focus on your achievements in driving performance targets, client retention, and team leadership.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Emphasise your experience with client relationship management and your ability to develop business strategies.
Highlight Relevant Skills: In your application, clearly outline your skills related to the key responsibilities mentioned in the job description, such as portfolio management techniques, regulatory compliance, and networking abilities.
Showcase Leadership Experience: Since this role involves significant leadership responsibilities, provide examples of how you have motivated and developed teams in previous positions, and how you have successfully managed client portfolios.
How to prepare for a job interview at The Curve Group
✨Showcase Your Leadership Skills
As a Head of Wealth Management, you'll need to demonstrate strong leadership abilities. Prepare examples of how you've motivated and developed teams in the past, and be ready to discuss your approach to fostering effective communication within a team.
✨Understand the Regulatory Framework
Make sure you're well-versed in the UK regulatory framework related to wealth management. Be prepared to discuss how you've implemented compliance measures in previous roles and how you would ensure adherence to regulations in this position.
✨Highlight Your Client Relationship Management
Exceptional networking and client relationship management skills are crucial for this role. Come equipped with specific examples of how you've attracted and retained high-value clients, and be ready to discuss your strategies for enhancing client satisfaction.
✨Demonstrate Commercial Acumen
The ability to turn opportunities into revenue is key. Prepare to discuss instances where you've successfully identified business opportunities and how you approached them to achieve growth and profitability in your previous roles.
