Director, Head of Premier & Wealth Distribution, Wealth & Personal Banking

UK Wide, Hybrid Working

Our client, a global banking group, seeks a Head of Transformation and Delivery for their Wealth and Personal Banking arm.

Responsibilities include:

  • Leading and overseeing a large field based team which will include both Regulated Wealth Advisers as well as Non-Regulated Relationship Managers.
  • Providing customer-focused inspirational leadership across the business at all times to ensure the highest level of customer service is achieved.
  • Delivering upon quantitative and qualitative key performance indicators, in line with the agreed strategies and regulatory requirements.
  • Demonstrating the ability to be agile in your and your teams approach to customers.
  • Deliver the wider business objectives, whilst maintaining the levels of operational integrity required by the Group.


Candidates will bring:

  • Demonstrable experience of leading, managing and coaching a team of business partners in a changing commercial environment
  • Strong technical skills with the ability to break down complex situations, spotting trends, inconsistencies, and causal relationships and the ability to communicate these to non-technical specialists
  • Strong financial, risk and regulatory experience within UK regulatory environment for Financial Planning
  • Knowledge of regulatory requirements and experience with interpreting and implementing new regulatory requirements.
  • Detailed scale financial services distribution leadership and/or Investment/Wealth business and product knowledge

To enquire about this role, please tell us a bit more about yourself by answering the questions below.

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