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- Tasks: Lead the strategic direction of wealth management and oversee daily operations.
- Company: Join a prestigious banking organisation focused on evolving their wealth arm.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Shape the future of wealth management while making a significant impact on client satisfaction.
- Qualifications: 15+ years in banking, strong leadership skills, and a bachelor's degree required.
- Other info: Role requires 4/5 days in the London office; multilingual skills are a plus.
The predicted salary is between 72000 - 108000 £ per year.
Highly strategic opportunity with this prestigious banking organisation looking to evolve their wealth arm. You will be overseeing its strategic direction, daily functions, client satisfaction, adherence to regulations, and team performance across the service locations. The role requires 4/5 days in London office.
Role responsibilities:
- Shapes and executes the long-term vision for the wealth management proposition, guiding teams and initiatives to deliver growth.
- Directs the preparation and execution of yearly goals and operational agendas for all related business units.
- Provides leadership across the wealth segment, focusing on improving offerings, optimising service delivery, and expanding client engagement, streamlining day-to-day operations including branch banking.
- Accountable for financial outcomes, including profitability, portfolio expansion (loans, savings, mortgages), and overarching section P&L.
- Supervises branch-level operations to ensure excellence in customer care, internal policy adherence, and compliance with legal frameworks and UK consumer duty.
- Analysis of internal workflows to enhance productivity and overall effectiveness.
- Promotes consistent service excellence and ensures customer journeys meet premium standards.
- Builds and nurtures key relationships with high-net-worth individuals and priority clients.
- Oversees business development efforts, setting performance metrics and channel targets.
- Provides leadership, guidance, and support to team members, focusing on skills enhancement and target achievement.
- Ensures staffing levels and organisational setup align with the needs of the wealth function.
- Coordinates with affiliated offices abroad to support cross-border activities and client service matters.
- Manages real estate-related client services, including transaction oversight, legal compliance, third-party coordination, and acquisition opportunities.
- Delivers regular updates to senior stakeholders and governance committees.
- Ensures timely completion of internal audit recommendations and remedial actions.
Candidate Experience & Characteristics:
- Broad background in personal, premium or Private Banking services, with in-depth operational experience (15 years+ overall experience).
- Solid grasp of UK laws, employment regulations, and industry practices.
- Expertise in preventing financial misconduct and maintaining ethical standards.
- Familiarity with UK consumer protection rules and regulatory expectations.
- Demonstrated leadership and team-building capabilities.
- Proven record in leading commercial and service-oriented functions.
- Strong English communication skills; multilingual ability is advantageous but not essential.
- Bachelor's degree required; further academic qualifications are considered beneficial.
- Sound knowledge of institutional oversight structures, financial resilience, and operational risk.
Head of Wealth & Operations employer: Market Talent Ltd
Contact Detail:
Market Talent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Wealth & Operations
✨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 for the Head of Wealth & Operations role.
✨Tip Number 2
Stay updated on the latest trends in wealth management and regulatory changes in the UK. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to lead effectively.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved operational efficiency and client satisfaction in previous roles. Tailoring your experiences to align with the responsibilities outlined in the job description will make you a standout candidate.
✨Tip Number 4
Familiarise yourself with the company's values and recent initiatives. Being able to articulate how your vision aligns with their strategic goals will show that you're not just looking for any job, but are genuinely interested in contributing to their success.
We think you need these skills to ace Head of Wealth & Operations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and operations. Focus on your leadership roles, operational achievements, and any specific results you've delivered in previous positions.
Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of the banking sector and the specific challenges faced by wealth management. Discuss how your background aligns with the strategic vision of the company and how you can contribute to their goals.
Highlight Regulatory Knowledge: Given the importance of compliance in this role, emphasise your knowledge of UK laws and regulations. Provide examples of how you've ensured adherence to legal frameworks in past roles.
Showcase Leadership Skills: In your application, illustrate your leadership capabilities with concrete examples. Discuss how you've built teams, improved service delivery, and driven performance metrics in previous positions.
How to prepare for a job interview at Market Talent Ltd
✨Understand the Strategic Vision
Make sure you have a clear understanding of the company's long-term vision for their wealth management proposition. Be prepared to discuss how your experience aligns with their goals and how you can contribute to shaping and executing that vision.
✨Showcase Leadership Experience
Highlight your leadership capabilities by sharing specific examples of how you've guided teams in previous roles. Discuss your approach to improving service delivery and client engagement, as well as any successful initiatives you've led.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with UK laws and regulations relevant to wealth management. Be ready to discuss how you've ensured compliance in past roles and how you would maintain ethical standards within the organisation.
✨Prepare for Financial Discussions
Since the role involves accountability for financial outcomes, brush up on your financial acumen. Be prepared to discuss your experience with profitability, portfolio expansion, and managing P&L, as well as how you would approach these responsibilities in this new role.
