Head of Wealth Management

1 month ago

London, Greater London, United Kingdom CER Financial Full time
Job Title: Head of Wealth Management

CER Financial is seeking a seasoned professional to lead our Wealth Management team. As Head of Wealth Management, you will be responsible for developing and implementing business strategies to drive growth and profitability.

Key Responsibilities:
  • Collaborate with the Head of Private Banking to develop and execute business strategies
  • Achieve annual new business targets and ensure the growth and profitability of the Private Banking Wealth Management Portfolio
  • Develop and implement sales lead generation strategies from internal sources, the bank, client referrals, and personal networks
  • Onboard clients for private banking products and services
  • Proactively develop client relationships, anticipate and provide solutions to client needs, and prioritize client satisfaction
  • Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Services
  • Manage client investment portfolios by applying a range of portfolio management techniques
  • Promote client education in the wealth management space and provide financial advisory services to enhance investment decisions
  • Review client profiles to ensure investments align with mandates, risk profiles, and risk appetites
  • Oversee client transactions and investments portfolios
  • Develop budgets and targets for private banking business and ensure achievement of monthly and annual targets
  • Provide supervisory functions within WM and Advisory Business Unit, ensuring relevant regulations are adhered to for competence sign-off of potential Advisors
  • Ensure competence standards are upheld and maintained while capturing and maintaining documentary evidence
  • Assess, develop, monitor, and review competency status of all Advisors within WM business unit
  • Ensure Advisors are aligned to appropriate supervision levels and performances are measured accordingly
  • Develop Advisors' competence through coaching, training, and certification recommendations
  • Provide regular MI and updates to Senior Management and the Bank's external supervisor on Advisor activities
  • Develop dispassionate and objective relationships with third-party fund managers and professionals
  • Represent the bank as an ambassador in the UK and externally, as required
  • Supervise middle office and back office activities
  • Assist in resolving client queries within the team
Requirements:
  • At least 10-12 years' experience as a Private Banker/Investment Advisor
  • Understanding of the UK regulatory framework and experience in implementing same
  • Experienced manager of a team of Advisors
  • Direct knowledge and experience of the African market (West Africa)
  • Exceptional networking skills and client relationship management skills
  • RDR Compliant - Level 6
  • Able to demonstrate commercial instinct in building opportunities into revenue

  • Wealth Management Administrator

    3 weeks ago

    London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Wealth Management AdministratorAbout the Role:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for managing all day-to-day operations of the business, including managing appointments and client review meetings, responding to...

  • Wealth Management Associate

    1 month ago

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

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Wealth Management Associate

    1 month ago

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

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Wealth Management Associate

    4 weeks ago

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

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...

  • Head of Wealth Management

    4 weeks ago

    London, Greater London, United Kingdom CER Financial Full time

    Job Title: Head of Wealth ManagementCER Financial is seeking a seasoned professional to lead our Wealth Management team. As Head of Wealth Management, you will be responsible for developing and implementing strategies to drive growth and profitability in our Private Banking Wealth Management Portfolio.Key Responsibilities:Collaborate with the Head of Private...

  • Head of Wealth Management

    3 weeks ago

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

    Job DescriptionCer Financial Ltd is seeking a highly skilled and experienced Head of Wealth Management to join their team. The successful candidate will be responsible for leading the wealth management team and developing business strategies to achieve annual new business targets.Key Responsibilities:Develop business strategies with the Head of Private...

  • Wealth Management Professional

    3 weeks ago

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

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...

  • Head of Wealth Management

    4 weeks ago

    London, Greater London, United Kingdom CER Financial Full time

    Head of Wealth Management Job DescriptionCER Financial is seeking a highly experienced and skilled Head of Wealth Management to join their team in the City of London. The successful candidate will be responsible for leading the wealth management team and developing business strategies to drive growth and profitability.Key Responsibilities:Develop and...

  • Head of Wealth Management

    4 weeks ago

    London, Greater London, United Kingdom CER Financial Full time

    Head of Wealth Management Job DescriptionCER Financial is seeking a highly experienced and skilled Head of Wealth Management to join their team in the City of London. The successful candidate will be responsible for leading the wealth management team and developing business strategies to drive growth and profitability.Key Responsibilities:Develop and...

  • Wealth Management Professional

    1 month ago

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

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...

  • Wealth Management Professional

    1 month ago

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

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...

  • Wealth Management Professional

    6 days ago

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

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...

  • Head of Wealth Planning

    1 month ago

    London, Greater London, United Kingdom EFG International Full time

    Job Title: Head of Wealth PlanningAs a key member of EFG International's leadership team, the Head of Wealth Planning will be responsible for driving the strategic direction and growth of our wealth planning capabilities in the UK.Key Responsibilities:Develop and implement a comprehensive wealth planning strategy to meet the evolving needs of our...

  • Wealth Management Professional

    4 weeks ago

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

    About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...

  • Administrative Support Specialist

    3 weeks ago

    London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Summary:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our operations team, you will be responsible for managing all day-to-day activities, including appointments, client review meetings, and responding to client inquiries.Key Responsibilities:* Manage...

  • Head of Wealth Planning

    3 weeks ago

    London, Greater London, United Kingdom EFG International Full time

    Job SummaryWe are seeking a seasoned Wealth Planner to lead our UK Wealth Planning team at EFG International. As Head of Wealth Planning, you will be responsible for the overall direction and management of our Wealth Planning function in the UK, providing UK & international advice & information to our clients.Key ResponsibilitiesBe responsible for the UK...

  • Wealth Adviser Associate

    2 months ago

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

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Adviser Associate

    2 months ago

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

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Adviser Associate

    1 month ago

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

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Wealth Adviser Associate

    1 month ago

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

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...