Executive Vice President, Head of Wealth Management recruitment

To structure, manage and execute a variety of investment products to the banks existing and potential client base.

MAIN DUTIES / KEY RESPONSIBILITIES

  1. To champion new products and product modification to meet the needs of clients; with governance responsibility for this as Chairman of the New Products Committee;
  2. To retain existing investors through the maintenance of their wealth portfolio and the creation of varied products to encourage diversification;
  3. To attract new investors through the offering of a variety of asset classes including real estate, equity, Islamic fixed income, private equity and cash management;
  4. To work with the CEO to agree the strategy and sales and marketing plan for the business, targeting strategic partners, regulated sales agents, institutional, family office and high net worth clients;
  5. To develop and maintain policies and procedures for the Wealth Management business line and to work closely with the IT and Operations departments to develop the necessary IT and reporting systems;
  6. To act as a member of the Executive Committee.

FINANCIAL RESPONSIBILITIES

RELATIONSHIPS

  1. Maintain a relevant client contact base using the CRM;
  2. Build a close working relationship with reporting staff to understand their requirements and gather feedback on the level of value they provide;
  3. Liaise efficiently with all internal and external contacts.

BACKGROUND

Education

Degree educated or equivalent; relevant industry recognised wealth management qualification;

Experience

Proven background in the market with a contact base built over several years' experience;

Knowledge Skills

Required

Beneficial

Personal skills

To apply, email CV to apply@gatehousebank.com with subject header "EVP, Wealth Management" by Monday 12th December.