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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 and make a real impact in wealth management.
- Qualifications: Extensive experience as a Private Banker/Investment Advisor required.
- Other info: Collaborate with top professionals and develop strong client relationships.
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.
Qualifications:
- 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 Director - Private Banking employer: The Curve Group
Contact Detail:
The Curve Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director - Private Banking
✨Tip Number 1
Network strategically within the financial services sector. Attend industry events, webinars, and conferences where you can meet potential clients and other professionals in wealth management. Building relationships with key players can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in private banking and wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition and portfolio management. Be ready to share specific examples of how you've driven revenue growth and enhanced client satisfaction in your past roles.
✨Tip Number 4
Showcase your leadership skills by discussing how you've developed teams or strategies in previous positions. Highlight your ability to drive performance and achieve targets, as this is crucial for the Managing Director role.
We think you need these skills to ace Managing Director - Private Banking
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: Your cover letter should reflect your understanding of the role and the company. Discuss how your skills align with their needs, particularly in driving performance targets and client satisfaction metrics.
Showcase Your Networking Skills: In your application, emphasise your exceptional networking abilities. Provide examples of how you've successfully built relationships with clients and third-party professionals, as this is crucial for the role.
Demonstrate Regulatory Knowledge: Highlight your understanding of the UK regulatory framework in your application. Mention any relevant experience you have in ensuring compliance and managing risk profiles for clients.
How to prepare for a job interview at The Curve Group
✨Showcase Your Wealth Management Expertise
Make sure to highlight your extensive experience in private banking and investment advisory during the interview. Be prepared to discuss specific examples of how you've successfully managed client portfolios and driven revenue growth in previous roles.
✨Demonstrate Your Understanding of Regulations
Since the role requires a solid understanding of the UK regulatory framework, be ready to discuss your experience with compliance and how you've ensured adherence to regulations in past positions. This will show that you can navigate the complexities of the financial landscape.
✨Emphasise Networking Skills
Networking is crucial for this position, so come prepared with examples of how you've built and maintained relationships with high-value clients and third-party professionals. Discuss any successful partnerships you've developed that have led to business growth.
✨Prepare for Strategic Discussions
The role involves shaping business strategy, so be ready to talk about your approach to developing and implementing strategies that drive performance. Think of specific instances where your strategic decisions have positively impacted your team's success.
