Head of Wealth & Operations - Banking Org

Highly strategic opportunity with this prestigious banking organisation looking to evolve their wealth arm you will be overseeing its strategic direction, daily functions, client satisfaction, adherence to regulations, and team performance across the service locations. The role requires 4/5 days in London office.

Role responsibilities

• Shapes and executes the long-term vision for the wealth management proposition, guiding teams and initiatives to deliver growth.

• Directs the preparation and execution of yearly goals and operational agendas for all related business units.

• Provides leadership across the wealth segment, focusing on improving offerings, optimising service delivery, and expanding client engagement, streamlining, day to day operations including branch banking.

• Accountable for financial outcomes, including profitability, portfolio expansion (loans, savings, mortgages), and overarching section P&L.

• Supervises branch-level operations to ensure excellence in customer care, internal policy adherence, and compliance with legal frameworks and UK consumer duty.

• Analysis of internal workflows to enhance productivity and overall effectiveness.

• Promotes consistent service excellence and ensures customer journeys meet premium standards.

• Builds and nurtures key relationships with high-net-worth individuals and priority clients.

• Oversees business development efforts, setting performance metrics and channel targets.

• Provides leadership, guidance, and support to team members, focusing on skills enhancement and target achievement.

• Ensures staffing levels and organisational setup align with the needs of the wealth function.

• Coordinates with affiliated offices abroad to support cross-border activities and client service matters.

• Manages real estate-related client services, including transaction oversight, legal compliance, third-party coordination, and acquisition opportunities.

• Delivers regular updates to senior stakeholders and governance committees.

• Ensures timely completion of internal audit recommendations and remedial actions.

Candidate Experience & Characteristics

• Broad background in personal, premium or Private Banking banking services, with in-depth operational experience (15 years+ overall experience).

• Solid grasp of UK laws, employment regulations, and industry practices.

• Expertise in preventing financial misconduct and maintaining ethical standards.

• Familiarity with UK consumer protection rules and regulatory expectations.

• Demonstrated leadership and team-building capabilities.

• Proven record in leading commercial and service-oriented functions.

• Strong English communication skills; multilingual ability is advantageous but not essential.

• Bachelor's degree required; further academic qualifications are considered beneficial.

• Sound knowledge of institutional oversight structures, financial resilience, and operational risk.