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- Tasks: Lead and shape financial services for entrepreneurs and business owners.
- Company: Join a prestigious wealth management firm with a strong heritage and modern ambition.
- Benefits: Enjoy hybrid working, flexibility, and opportunities for professional growth.
- Why this job: Make a real impact in a strategic role while representing a market-leading brand.
- Qualifications: Professional qualifications in financial planning or investment management required.
- Other info: Occasional travel to London office expected; this is a unique chance to drive change.
The predicted salary is between 72000 - 108000 £ per year.
A prestigious wealth management business is seeking a senior professional to lead and shape its proposition targeting entrepreneurs, business owners post-sale, and professionals requiring complex financial planning and investment services. This is a newly created and strategic hire, offering the opportunity to influence the growth of an integrated financial planning and investment management proposition designed for the unique needs of entrepreneurial clients. You’ll act as the firm's lead spokesperson in this area and be instrumental in building out a market-leading service in partnership with internal specialists.
Key Responsibilities:
- Build and execute a strategic business plan focused on corporate and entrepreneur client segments.
- Design, price, and promote innovative propositions in partnership with the wider proposition team.
- Represent the firm in media as the subject matter expert in this specialist area.
- Lead complex pitch processes, bringing together internal experts to deliver exceptional client outcomes.
- Build and deepen relationships with professional services firms (e.g. accountancy, tax, and legal practices).
- Contribute to internal training and proposition development, especially in areas such as post-sale planning.
About You:
- Professional qualifications in financial planning or investment management (CISI/ CII).
- Deep understanding of the needs of entrepreneurial clients and professionals post-business sale.
- Proven business development and pitching experience in wealth management, financial planning, or investment management.
- Gravitas and a collaborative, relationship-driven approach to winning business.
This is a hybrid role, with flexibility to work between home and either a regional office or the London head office. If based outside of London, occasional travel to the London head office (at least once a month) will be expected. This is a rare opportunity to drive change, shape a key growth area, and represent a high-calibre brand with a long-standing heritage and modern ambition.
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Corporate & Entrepreneurs - Wealth Management Firm (United Kingdom)
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, seminars, and conferences where you can meet key players in corporate finance and entrepreneurial circles. Building relationships with professionals in these areas can open doors and provide insights into the specific needs of potential clients.
✨Tip Number 2
Stay updated on market trends and regulatory changes affecting entrepreneurs and business owners. This knowledge will not only enhance your credibility but also allow you to tailor your approach when discussing complex financial planning and investment services with potential clients.
✨Tip Number 3
Develop a strong personal brand as a thought leader in wealth management. Consider writing articles or giving talks on topics relevant to entrepreneurs and post-sale planning. This will position you as an expert and make you more attractive to firms looking for someone to lead their corporate and entrepreneur initiatives.
✨Tip Number 4
Prepare to demonstrate your business development skills through real-life examples during interviews. Be ready to discuss successful pitches you've led and how you've built relationships with professional services firms. This will showcase your ability to drive growth and influence within the firm.
We think you need these skills to ace Head of Corporate & Entrepreneurs - Wealth Management Firm (United Kingdom)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, particularly focusing on your understanding of entrepreneurial clients and complex financial planning. Use specific examples that demonstrate your business development and pitching skills.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and the wealth management industry. Discuss how your professional qualifications and experience align with the firm's goals, particularly in building innovative propositions for corporate and entrepreneur client segments.
Showcase Your Expertise: Since this role involves acting as a spokesperson, consider including any relevant media appearances or publications in your application. Highlight your ability to communicate complex financial concepts clearly and effectively.
Demonstrate Relationship Building Skills: Provide examples in your application of how you've successfully built relationships with professional services firms. This could include accountancy, tax, or legal practices, showcasing your collaborative approach to winning business.
How to prepare for a job interview at BWD Search & Selection
✨Showcase Your Expertise
As a candidate for the Head of Corporate & Entrepreneurs role, it's crucial to demonstrate your deep understanding of the needs of entrepreneurial clients. Prepare to discuss specific examples from your past experiences where you've successfully addressed complex financial planning and investment challenges.
✨Prepare for Strategic Discussions
Given the strategic nature of this position, be ready to articulate your vision for building and executing a business plan focused on corporate and entrepreneur client segments. Think about innovative propositions you could design and how you would promote them effectively.
✨Demonstrate Relationship-Building Skills
This role requires a collaborative approach, so prepare to discuss how you've built and deepened relationships with professional services firms in the past. Highlight any successful partnerships you've developed and how they contributed to exceptional client outcomes.
✨Exhibit Gravitas and Leadership
As the firm's lead spokesperson, you'll need to convey confidence and authority. Practice articulating your thoughts clearly and assertively, especially when discussing your experience in leading complex pitch processes and working with internal experts.
