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- Tasks: Lead Wealth Management, drive client satisfaction, and achieve business targets.
- 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: Shape business strategy, enhance client relationships, and make a real impact.
- Qualifications: Extensive experience as a Private Banker/Investment Advisor with strong networking skills.
- Other info: Collaborate with top professionals and ensure compliance with UK regulations.
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:
- 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.
- 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.
- Onboard 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.
- 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.
Requirements:
- Very experienced as a Private Banker/ Investment Advisor.
- Understanding of UK regulatory framework and experience in implementing same.
- Exceptional networking skills and client relationship management skills.
- Able to demonstrate commercial instinct in building opportunities into revenue.
Managing Partner employer: The Curve Group
Contact Detail:
The Curve Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Partner
✨Tip Number 1
Network strategically within the wealth management sector. 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 visibility and credibility.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the industry. Consider subscribing to relevant financial news outlets or joining professional associations.
✨Tip Number 3
Prepare for potential interviews by practising responses to common questions related to client relationship management and portfolio management techniques. Use specific examples from your experience to illustrate your skills and achievements, particularly in driving revenue and client satisfaction.
✨Tip Number 4
Leverage your existing network to gather insights about the company culture and expectations for the Managing Partner role. Informational interviews with current or former employees can provide valuable context that will help you tailor your approach during the application process.
We think you need these skills to ace Managing Partner
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 client relationship management, portfolio management, and any specific targets you've met in previous roles.
Craft a Compelling Cover Letter: In your cover letter, emphasise your understanding of the UK regulatory framework and your ability to drive business growth. Mention specific examples of how you've attracted high-value clients and developed successful business strategies.
Showcase Your Networking Skills: Since exceptional networking skills are crucial for this role, include examples of how you've built and maintained relationships with clients and third-party professionals. Highlight any successful collaborations that led to increased revenue.
Demonstrate Your Commercial Instinct: In your application, provide instances where you've identified opportunities and turned them into revenue. This could be through innovative product offerings or strategic client engagement initiatives.
How to prepare for a job interview at The Curve Group
✨Showcase Your Wealth Management Expertise
Make sure to highlight your extensive experience in wealth management and private banking. Be prepared to discuss specific strategies you've implemented in the past that have led to client satisfaction and revenue growth.
✨Demonstrate Regulatory Knowledge
Since understanding the UK regulatory framework is crucial for this role, brush up on relevant regulations. Be ready to explain how you've successfully navigated compliance issues in previous positions.
✨Emphasise Networking Skills
Networking is key in this role, so come prepared with examples of how you've built and maintained strong client relationships. Discuss any successful partnerships you've developed with third-party professionals like fund managers or tax advisers.
✨Prepare for Strategic Discussions
As a Managing Partner, you'll need to shape business strategies. Think about how you would approach developing a strategy for the wealth management division and be ready to share your ideas during the interview.
