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- Tasks: Lead Wealth Management, drive client satisfaction, and manage investment portfolios.
- 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, achieve targets, and enhance client relationships in a dynamic environment.
- Qualifications: Experience as a Private Banker/Investment Advisor with strong networking skills required.
- Other info: Collaborate with top professionals and ensure compliance with UK regulations.
The predicted salary is between 43200 - 72000 £ 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.
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.
- 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.
- 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.
Private Banking Executive employer: The Curve Group
Contact Detail:
The Curve Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Executive
✨Tip Number 1
Network actively within the financial services industry. Attend events, seminars, and workshops related to wealth management to meet potential clients and industry professionals. Building relationships can lead to referrals and insights that are invaluable for your role.
✨Tip Number 2
Stay updated on the latest trends in wealth management and investment strategies. This knowledge will not only enhance your conversations with clients but also demonstrate your expertise and commitment to providing top-notch service.
✨Tip Number 3
Develop a strong personal brand online, particularly on professional platforms like LinkedIn. Share insights, articles, and your thoughts on market trends to position yourself as a thought leader in wealth management.
✨Tip Number 4
Prepare to discuss your approach to client relationship management during interviews. Be ready to share specific examples of how you've successfully attracted and retained high-value clients in the past, showcasing your ability to drive business growth.
We think you need these skills to ace Private Banking Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private banking and wealth management. Focus on your achievements in client relationship management, sales targets, and portfolio management to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management sector and your ability to drive business growth. Mention specific examples of how you've attracted high-value clients and achieved performance targets in previous roles.
Highlight Regulatory Knowledge: Emphasise your understanding of the UK regulatory framework in your application. Provide examples of how you have successfully implemented compliance measures in past positions, as this is crucial for the role.
Showcase Networking Skills: In your application, illustrate your exceptional networking abilities. Share instances where you've built relationships with third-party fund managers or other professionals that led to successful client outcomes.
How to prepare for a job interview at The Curve Group
✨Know Your Numbers
As a Private Banking Executive, you'll need to demonstrate your understanding of key performance metrics. Be prepared to discuss how you've achieved targets in the past and how you plan to drive revenue and client satisfaction in this role.
✨Showcase Your Networking Skills
Exceptional networking is crucial for this position. Prepare examples of how you've built and maintained relationships with high-value clients and third-party professionals. Highlight any successful referrals or partnerships you've developed.
✨Understand Regulatory Frameworks
Familiarise yourself with the UK regulatory environment relevant to wealth management. Be ready to discuss how you've navigated compliance issues in previous roles and how you ensure adherence to regulations while managing client portfolios.
✨Demonstrate Client-Centric Thinking
This role focuses heavily on client satisfaction. Prepare to share specific instances where you've enhanced client experiences or educated clients about their investment decisions. Show that you prioritise their needs and understand their risk profiles.
