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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 extensive experience in Private Banking and Wealth Management.
- Other info: Ideal for those with knowledge of both African and UK markets.
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) 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)
✨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
Familiarise yourself with the latest trends and regulations in wealth management, particularly those affecting the UK and African markets. Being well-versed in current issues will not only boost your confidence but also demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss your leadership style and how you motivate teams. Given the emphasis on team development in the job description, be ready to share specific examples of how you've successfully led teams in the past and achieved performance targets.
✨Tip Number 4
Showcase your client relationship management skills by preparing case studies or examples of how you've attracted and retained high-value clients. Highlighting your ability to build strong client relationships will be crucial in demonstrating your fit for this role.
We think you need these skills to ace Head of Wealth (Banking experience)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights 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 showcases your understanding of the wealth management sector. Discuss your experience with high-value clients and how you can drive performance targets for the bank.
Highlight Regulatory Knowledge: Since the role requires an understanding of the UK regulatory framework, mention any relevant certifications or experiences that demonstrate your compliance knowledge and ability to implement regulations effectively.
Showcase Networking Skills: In your application, provide examples of how you've successfully built and maintained client relationships. Highlight your networking skills and any direct experience in the African and UK markets.
How to prepare for a job interview at The Curve Group
✨Showcase Your Leadership Skills
As a Head of Wealth Management, demonstrating your leadership abilities is crucial. 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, as this will show your understanding of the industry's standards.
✨Highlight Your Client Relationship Management
Exceptional networking and client relationship management skills are key for this role. Share specific instances where you've successfully attracted and retained high-value clients, and explain the strategies you used to enhance client satisfaction.
✨Demonstrate Commercial Instinct
The ability to turn opportunities into revenue is vital. Prepare to discuss how you've identified and capitalised on business opportunities in the past, particularly in the context of wealth management and private banking.
