Head of Wealth Management for HNWI/UHNWI

EXANTE; London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An innovative firm is seeking a Head of Wealth Management for HNWI/UHNWI to lead product development and drive market innovation. In this senior role, you will design client-centric investment solutions and collaborate with diverse teams to meet financial goals. You'll be at the forefront of shaping the future of wealth management, ensuring competitive positioning and compliance while mentoring a talented team. Join a dynamic organization that values personal growth and offers a culture of integrity and innovation, where your contributions will significantly impact the financial landscape.

Benefits

Annual performance-based bonus

Inspiring culture

Ongoing education & training programs

Global career & networking opportunities

Qualifications

• 10+ years in wealth management or financial services with product management experience.
• Strong understanding of investment products and regulatory frameworks.

Responsibilities

• Develop and manage the wealth management product portfolio and investment solutions.
• Collaborate with teams to launch products and ensure compliance with regulations.

Skills

Wealth Management

Product Management

Financial Analysis

Stakeholder Management

Analytical Skills

Communication Skills

Education

Bachelor's degree in Finance, Economics, Business

MBA or relevant certification

Tools

Financial Technology

Digital Tools for Wealth Management

Job description

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

1. Develop and manage the wealth management product portfolio, including investment solutions, advisory services, and digital platforms.
2. Define product strategy, roadmap, and pricing models based on market research and client insights.
3. Collaborate with sales, marketing, and operations teams to launch and promote products effectively.
4. Ensure compliance with regulatory standards and manage risk across all offerings.
5. Monitor market trends and competitor offerings to maintain a competitive edge.
6. Establish partnerships with financial institutions, fintech providers, and third-party vendors.
7. Analyze product performance and implement enhancements to drive revenue growth.
8. Lead, mentor, and develop the wealth management product team.
9. Provide regular reports and insights to senior management on product performance and market opportunities.

Qualifications / Experience:

1. Bachelor's degree in Finance, Economics, Business, or a related field; MBA or relevant certification preferred.
2. 10+ years of experience in wealth management, private banking, or financial services, with at least 5 years in a product management role.
3. Strong understanding of investment products, financial markets, and regulatory frameworks.
4. Proven track record in developing and launching successful financial products.
5. Experience managing cross-functional teams and leading strategic projects.
6. Excellent analytical, communication, and stakeholder management skills.
7. Proficiency in financial technology and digital tools relevant to wealth management.

Personality / Mindset

1. Integrity & loyalty.
2. A hands-on, can-do attitude - always looking for solutions and thinking out of the box.
3. Capability to work and succeed in a fast-paced and ever-changing environment.

Benefits:

1. Annual performance-based bonus.
2. Truly inspiring culture, pleasant and professional working environment.
3. Ongoing education & training programs.
4. 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.