Private Wealth Proposition Lead

1 week ago


London, Greater London, United Kingdom BWD Search & Selection Full time

BWD Search & Selection is seeking a Private Wealth Proposition Lead to develop and deliver innovative solutions for high net worth individuals. In this role, you will work closely with internal teams to design and deliver bespoke propositions that meet the unique needs of private clients.

Key responsibilities include:

  • Collaborating with internal teams to research and design market-leading propositions.
  • Building relationships with professionals in the family law and divorce space to expand business opportunities.
  • Contribution to training materials and delivery of specialist training to internal teams.

The ideal candidate will have significant experience in the HNW private wealth sector, strong business development skills, and exceptional interpersonal abilities.

Estimated salary: £95k-£125k plus annual performance-based bonuses and a comprehensive benefits package.



  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...


  • London, Greater London, United Kingdom Aviva Full time

    Purpose of the RoleWe are seeking an experienced Investment Distribution Manager to join our Wealth division, focusing on Workplace pensions and Retail savings. In this role, you will develop and implement strategic investment propositions that drive growth and meet customer needs.Main Responsibilities- Deliver strategic investment propositions across...


  • London, Greater London, United Kingdom Mason Blake Full time

    We have an exciting opportunity at Mason Blake for a Wealth Management Propositions Lead to spearhead strategic initiatives and drive growth in our Financial Planning and Investment Management business. Responsibilities:Work with distribution teams to develop a cohesive propositions strategy, fostering growth and meeting customer demands.Design and...


  • London, Greater London, United Kingdom Quilter plc Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Proposition Lead to join our Wealth Management team at Quilter plc. This is a fantastic opportunity to lead the development of our Financial Planning proposition and contribute to the success of our business.About the RoleThe successful candidate will be responsible for maintaining current...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Wealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...


  • London, Greater London, United Kingdom Schroders Personal Wealth Full time

    Job DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...


  • London, Greater London, United Kingdom 20Twenty Search Full time

    Job DescriptionAs a leading London-based private equity firm specializing in institutional private equity, venture capital, and direct investments in deep-tech sectors, we seek an experienced professional to fill two key roles: Head of Institutional Relations and Head of Private Wealth Relations.Key ResponsibilitiesHead of Institutional Relations:Foster...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Unlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...


  • London, Greater London, United Kingdom 20Twenty Search Full time

    We are seeking a highly skilled Head of Institutional Relations and Private Wealth to join our team in London. The estimated salary for this role is £150,000 - £220,000 per year.Job OverviewOur client is a London-based PE firm specialising in institutional private equity, venture capital, and direct investments. They are hiring a Head of Institutional...


  • London, Greater London, United Kingdom 20Twenty Search Full time

    OverviewAt 20Twenty Search, we specialise in private equity and venture capital, focusing on deep-tech sectors like artificial intelligence. Our team is passionate about driving innovation and growth.About the RoleWe are seeking a seasoned Investment Relations Expert or Private Wealth Specialist to join our team in London. This is an exciting opportunity for...


  • London, Greater London, United Kingdom EJ Legal Full time

    We are seeking an experienced Private Wealth Practice Lead to join our client's expanding London office.About the RoleThe ideal candidate will have a strong background in private wealth and the ability to lead a team of lawyers. The estimated salary for this position is around £250,000 - £350,000 per annum.Key ResponsibilitiesLeading a team of lawyers...


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Wealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...


  • London, Greater London, United Kingdom EJ Legal Full time

    EJ Legal, a top 20 UK law firm, is looking for a skilled Private Wealth Manager Lead to join their London office. This is a fantastic opportunity for a talented professional to take charge of a team of wealth managers and provide exceptional wealth management services to high net worth clients.A salary of £300,000 - £400,000 per annum, plus benefits, is on...


  • London, Greater London, United Kingdom BWD Search & Selection Full time

    Job Description: Head of Propositions StrategyWe are seeking an experienced professional to lead our propositions strategy for the HNW segment. The ideal candidate will have a strong understanding of UK regulatory requirements, alongside investment management and financial planning expertise.Key Responsibilities:Develop and implement a comprehensive...


  • London, Greater London, United Kingdom EJ Legal Full time

    EJ Legal is pleased to be working exclusively with a top 20 UK law firm in their search for a highly skilled Private Wealth Partner to join their expanding London office as the Head of Private Wealth.About UsThe chosen candidate will have the opportunity to work with a renowned law firm that consistently delivers exceptional results and has a strong...


  • London, Greater London, United Kingdom BWD Search & Selection Full time

    Wealth Management Firm Seeks Experienced ProfessionalA leading national Wealth Management firm is seeking a seasoned Family Wealth Strategist to lead and drive two key propositions: Private Family Wealth and Divorce/Family Law Wealth Services.The successful candidate will have a proven track record in the HNW private wealth or family law sector, with strong...


  • London, Greater London, United Kingdom EJ Legal Full time

    EJ Legal is delighted to be working exclusively with a top 20 UK law firm in their search for a Private Wealth Partner to join their expanding London office as Director of Private Wealth.About the RoleThe ideal candidate will have experience in private wealth and have a proven track record of success in a similar role. The estimated salary for this position...


  • London, Greater London, United Kingdom BWD Search & Selection Full time

    At BWD Search & Selection, we are seeking a highly experienced professional to fill the role of Strategic Propositions Director. This is an exceptional opportunity for someone who has extensive experience in leading strategic initiatives and driving growth in the wealth management sector. About the Role:This position involves developing and delivering...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Develop Your Skills as a Wealth AdviserWe're looking for a talented and ambitious individual to join our team as a Wealth Adviser. With a minimum of 2 years' industry experience and a QCF Level 4 Diploma, you'll have a solid foundation in financial services and sales.As a member of our team, you'll enjoy a competitive salary of £40,000-£60,000, depending...


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Private Wealth StrategistWe are currently looking for a talented Private Wealth Strategist to join our wealth management team at cer Financial Ltd. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke financial solutions.As a Private Wealth Strategist, you will be responsible for developing sales leads from...