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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: Extensive experience in Private Banking and Wealth Management is essential.
- Other info: Opportunity to shape business strategy and develop a high-performing team.
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 a bank.
- 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 (Banking experience) (City of London) 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 (Banking experience) (City of London)
✨Tip Number 1
Network strategically within the banking and wealth management sectors. Attend industry events, webinars, and conferences to connect with professionals who can provide insights or referrals. Building relationships with key players in the field can significantly enhance your chances of landing this role.
✨Tip Number 2
Showcase your understanding of the UK regulatory framework by engaging in discussions about recent changes or trends in wealth management. This demonstrates your expertise and keeps you relevant in conversations with potential employers, making you a more attractive candidate.
✨Tip Number 3
Leverage your existing network to gather insights about the company culture and expectations for the Head of Wealth role. Understanding what the organisation values can help you tailor your approach and highlight the most relevant experiences during interviews.
✨Tip Number 4
Prepare to discuss specific strategies you've implemented in previous roles that led to client retention and revenue growth. Being able to share concrete examples of your success will set you apart from other candidates and demonstrate your capability to drive results.
We think you need these skills to ace Head of Wealth (Banking experience) (City of London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant banking experience, particularly in wealth management. Emphasise your leadership roles and any achievements related to client satisfaction and revenue growth.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Showcase your understanding of the UK regulatory framework and your experience in managing teams and client portfolios.
Highlight Relevant Skills: In your application, clearly outline your networking skills and client relationship management abilities. Mention any direct experience with the African market, as this is a valuable asset for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the banking sector.
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 have a solid grasp of 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.
