Head of Wealth Management for HNWI/UHNWI

EXANTE; London; On-site; GBP 90,000 - 150,000; Full time

Job summary

EXANTE recherche un Head of Wealth Management pour des HNWI/UHNWI à Londres. Ce poste de direction implique la conception de solutions d'investissement centrées sur le client, le leadership d'une équipe et le développement de produits de gestion de patrimoine innovants. Le candidat idéal doit avoir une vaste expérience en gestion de produits, avec une forte capacité à analyser le marché et à collaborer efficacement.

Benefits

Annual performance-based bonus

Ongoing education & training programs

Global career & networking opportunities

Qualifications

• 10+ ans d'expérience en gestion de patrimoine ou services financiers.
• Au moins 5 ans dans un rôle de gestion de produit.
• Compréhension solide des produits d'investissement et marchés financiers.

Responsibilities

• Développer et gérer le portefeuille de produits de gestion de patrimoine.
• Définir la stratégie produit et modèles de tarification.
• Collaborer avec les équipes de vente, marketing et opérations.

Skills

Leadership

Communication

Analytical skills

Stakeholder management

Education

Bachelor's degree in Finance, Economics, Business

MBA or relevant certification

Tools

Financial technology

Digital tools relevant to wealth management

Job description

Head of Wealth Management for HNWI/UHNWI

About the job Head of Wealth Management for HNWI/UHNWI

Company & Culture

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments including stocks, ETFs, bonds, futures, and options all within a single, multi-currency account.

We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company into the future.

As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritize investing in our most valuable asset -our people. Join us in shaping the future of finance.

About the Role

The Head of Wealth Management for HNWI/UHNWI will lead the development and management of wealth management products and services that help clients achieve their financial goals. This senior leadership role involves designing client-centric investment solutions, driving product innovation, and ensuring competitive market positioning. The individual will collaborate with internal teams and external partners to achieve business objectives and meet client needs.

Reporting Line: Head of Global Sales

Responsibilities

Develop and manage the wealth management product portfolio, including investment solutions, advisory services, and digital platforms.

Define product strategy, roadmap, and pricing models based on market research and client insights.

Collaborate with sales, marketing, and operations teams to launch and promote products effectively.

Ensure compliance with regulatory standards and manage risk across all offerings.

Monitor market trends and competitor offerings to maintain a competitive edge.

Establish partnerships with financial institutions, fintech providers, and third-party vendors.

Analyze product performance and implement enhancements to drive revenue growth.

Lead, mentor, and develop the wealth management product team.

Provide regular reports and insights to senior management on product performance and market opportunities.

Qualifications / Experience:

Bachelor's degree in Finance, Economics, Business, or a related field; MBA or relevant certification preferred.

10+ years of experience in wealth management, private banking, or financial services, with at least 5 years in a product management role.

Strong understanding of investment products, financial markets, and regulatory frameworks.

Proven track record in developing and launching successful financial products.

Experience managing cross-functional teams and leading strategic projects.

Excellent analytical, communication, and stakeholder management skills.

Proficiency in financial technology and digital tools relevant to wealth management.

Personality / Mindset

Integrity & loyalty.

A hands-on, can-do attitude - always looking for solutions and thinking out of the box.

Capability to work and succeed in a fast-paced and ever-changing environment.

Annual performance-based bonus

Truly inspiring culture, pleasant and professional working environment

Ongoing education & training programs

Global career & networking opportunities

*Benefits can vary depending on employment setup and location.

A group of disruptive technology experts created EXANTE. With an impressive track record in the industry and knowledge of the markets, our systems are built to democratize access to global financial instruments for professional traders and institutional investors.