Head of Wealth Management

JR United Kingdom; City Of London; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading bank is seeking a Head of Wealth Management with a comprehensive understanding of private banking. The role includes developing strategies for client satisfaction, managing a team, and ensuring regulatory compliance. Candidates must possess extensive experience in wealth management and exceptional networking skills.

Qualifications

• Very experienced as a Private Banker/Investment Advisor.
• Current experience in Wealth Management in Private Banking.
• Experience managing a team of advisors.

Responsibilities

• Drive attainment of key performance targets in Wealth Management.
• Promote effective communication and relationships within the team.
• Proactively manage clients’ investment portfolios.

Skills

Client relationship management

Networking skills

Team management

Wealth management expertise

Understanding of UK regulatory framework

Job description

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Head of Wealth Management, london (city of london)

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Client:

The Curve Group

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

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 Private Banking
• 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.