Head of Wealth (Banking experience)

The Curve Group; London; Hybrid; GBP 100,000 - 150,000; Full time

Job summary

A globally recognized bank is seeking a Head of Wealth Management in London to lead and drive key performance targets while focusing on client satisfaction and business growth. This hybrid role involves both office and remote work, providing an opportunity to manage high-value clients and a team of advisors in a competitive financial landscape.

Qualifications

• Extensive experience as a Private Banker or Investment Advisor required.
• Current experience in Wealth Management within a bank.
• Direct knowledge of African and UK markets essential.

Responsibilities

• Drive performance targets and grow the Wealth Management business.
• Promote strong relationships within the team and ensure client satisfaction.
• Oversee client transactions and investment portfolios.

Skills

Private Banking

Wealth Management

Client Relationship Management

Networking

Team Management

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from The Curve Group

Executive Search, Talent Acquisition & Recruitment Outsourcing

Head of Wealth Management

London

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.

Leadership Responsibilities:

• 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.

Technical Responsibilities:

• 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.

Competency Supervisory Responsibilities:

• 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.

Service Responsibilities:

• 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

Key Skills/Experience:

• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Finance, and Management

• Industries

  Banking

Referrals increase your chances of interviewing at The Curve Group by 2x

Get notified about new Wealth Manager jobs in London Area, United Kingdom.

Greater London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

Goldman Sachs Asset & Wealth Management - Consultant Relations Associate - London

London, England, United Kingdom 4 days ago

London, England, United Kingdom 5 months ago

London, England, United Kingdom 2 months ago

Asset and Wealth Management, Real Estate Operations, Associate, London

London, England, United Kingdom 6 days ago

London, England, United Kingdom 2 weeks ago

Asset & Wealth Management, XIG Vintage, Vice President, London

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

City Of London, England, United Kingdom 2 days ago

London, England, United Kingdom 6 days ago

London, England, United Kingdom 5 days ago

London, England, United Kingdom 2 weeks ago

UHNW Private Banker at a leading international Private Bank

Wealth & Asset Management Senior Management Consultant

City Of London, England, United Kingdom 6 days ago

Investment Banking VP (Business Services M&A)

London, England, United Kingdom 1 month ago

Greater London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 months ago

Quilter Full-Time Financial Adviser Programme - London

London, England, United Kingdom 1 hour ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.