Role Purpose\u00a0\u00a0 \u00a0<\/p>\n
\tThe Head: Value Proposition and Operations is responsible for designing, integrating, and continuously enhancing a market-leading Private Wealth offering that delivers exceptional outcomes for high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs) and their respective wealth managers.
\n\tThis role will lead the strategic development and execution of a globally integrated wealth proposition spanning investments, fiduciary and tax structuring, insurance, concierge, and offshore banking solutions through a combination of internal capabilities and strategic partnerships, while ensuring the operating model, governance disciplines, and service infrastructure are fit for scale, consistency, and execution excellence.
\n\tThe successful person will deeply understand the needs of high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), intermediaries, and wealth managers as well as how they operate, including their expectations, decision-making behaviours, service sensitivities, and relationship dynamics and translate these insights into a differentiated, individualised and premium client experience.
\n\tThe role requires an uncompromising commitment to excellence, service quality, operational execution, and proposition relevance. The successful candidate will drive a culture where \u201cgood enough\u201d is never acceptable and where every client interaction reflects best-in-class private wealth standards.<\/p>\n
Requirements\u00a0\u00a0 \u00a0<\/p>\n
Qualifications and Experience<\/p>\n
\tRelevant postgraduate qualification.
\n\t8-10 years\u2019 experience in private wealth, financial services, or a related environment, with significant exposure to adviser, client, proposition, and operational leadership.
\n\tProven experience designing solutions to solve the needs for Advisers and clients.
\n\tStrong exposure to HNWI\/UHNWI client servicing models.
\n\tDemonstrated experience managing strategic partnerships and multi-disciplinary solution ecosystems.
\n\tStrong understanding of adviser operating models and relationship management dynamics.
\n\tDemonstrated experience leading operating model design, process optimisation, delivery governance, and cross-functional execution at a senior level.<\/p>\n
Duties & Responsibilities\u00a0\u00a0 \u00a0<\/p>\n
Strategic Proposition Leadership<\/p>\n
\tDefine and evolve the end-to-end Private Wealth value proposition aligned to the organisation\u2019s strategic objectives and target market positioning.
\n\tDevelop integrated wealth solutions across:
\n\tInvestments and portfolio management solutions
\n\tGlobal banking and lending solutions
\n\tConcierge and lifestyle services
\n\tFiduciary and estate planning
\n\tTax advisory and structuring
\n\tInsurance solutions
\n\tIdentify opportunities to expand the proposition through internal capability enhancement and complementary external partnerships.
\n\tEnsure the proposition remains competitive, differentiated, commercially viable, and aligned with evolving HNWI\/UHNWI needs.<\/p>\n
Client & Adviser Insight Leadership<\/p>\n
\tDevelop deep insight into the behaviours, expectations, and servicing needs of high net-worth clients and wealth managers.
\n\tUnderstand how wealth managers and portfolio managers build trust, influence client decisions and structure relationships.
\n\tMaintain close engagement with wealth managers, relationship managers, investment specialists, fiduciary professionals, and external partners to ensure practical and relevant solution design.
\n\tTranslate market intelligence and client feedback into tangible proposition enhancements.
\n\tDevelop clear client segmentation, personas, life-stage needs, and service models for HNW, UHNW, family office, entrepreneur, professional, executive, and intergenerational wealth segments.
\n\tEnsure the proposition addresses key client moments including liquidity events, succession, wealth transfers, retirement, offshore diversification, philanthropy, business structuring, and legacy planning.<\/p>\n
Service Excellence & Quality Delivery<\/p>\n
\tChampion exceptional service standards across every touchpoint within the Private Wealth ecosystem.
\n\tEstablish and work with the service teams to ensure service quality frameworks, client experience standards, and delivery governance are in place to deliver on the Private Wealth proposition.
\n\tDrive a culture of precision, responsiveness, professionalism for a great client experience.
\n\tEnsure execution excellence across internal teams and strategic partners.
\n\tContinuously identify service gaps, friction points, and operational inefficiencies and implement improvements rapidly across the team.
\n\tSet a high-performance benchmark where quality, consistency, and client satisfaction are non-negotiable. Ensure regular feedback from stakeholders to influence how we deliver service to retain and attract clients.<\/p>\n
Partnership & Ecosystem Management<\/p>\n
\tIdentify, negotiate, and manage strategic partnerships that enhance the overall value proposition.
\n\tEnsure external partners meet the organisation\u2019s standards for service, professionalism, compliance, and client experience.
\n\tBuild an integrated ecosystem that enables seamless delivery of solutions across multiple disciplines.<\/p>\n
Commercial & Growth Enablement<\/p>\n
\tSupport adviser effectiveness by ensuring propositions are practical, compelling, and easy to position with clients.
\n\tDrive proposition-led growth opportunities across client acquisition, retention, deepening, and share-of-wallet expansion.
\n\tWork closely with distribution teams to improve client engagement and solution adoption.
\n\tContribute to revenue growth through innovative and commercially relevant proposition development.
\n\tDefine and monitor proposition performance, including adoption, client penetration, retention, revenue contribution, profitability, partner performance, and client satisfaction.
\n\tEnsure propositions are commercially sustainable, appropriately priced, scalable, and aligned to business growth ambitions.
\n\tIdentify opportunities to deepen client relationships through integrated solution design and improved adviser enablement.
\n\tOperational Leadership & Execution Governance
\n\tTranslate strategic priorities into an effective operating model with clear governance, decision rights, service standards, and execution accountability.
\n\tDrive end-to-end operational excellence across the value chain by simplifying workflows, improving process efficiency, and embedding scalable ways of working.
\n\tEstablish performance measures, service metrics, and management reporting to monitor delivery effectiveness, identify risks, and support data-driven decision-making.
\n\tLead cross-functional execution across internal teams, service providers, and enabling functions to ensure seamless delivery of the Private Wealth proposition.
\n\tOversee operational readiness for new propositions, partnerships, and service enhancements, ensuring implementation plans, controls, and capacity requirements are in place.
\n\tIdentify and drive continuous improvement, automation, and operational resilience initiatives to enhance client experience, productivity, and business sustainability.<\/p>\n
Governance, Risk & Regulatory Alignment<\/p>\n
\tPartner with the Governance team to ensure all proposition components operate within regulatory, legal, fiduciary, and compliance frameworks.
\n\tMaintain strong governance standards across partnerships, client servicing, and proposition delivery.
\n\tPartner with Risk, Compliance, Legal, and Product teams to mitigate operational and reputational risks.<\/p>\n
Leadership Expectations<\/p>\n
The Head: Value Proposition & Operations is expected to:<\/p>\n
\tInspire excellence across teams and partners.
\n\tRaise service and quality standards continuously.
\n\tBuild a culture of accountability, responsiveness, and ownership.
\n\tLead with professionalism, integrity, and client obsession.
\n\tChallenge conventional thinking to create differentiated wealth experiences.
\n\tThe role requires an individual who instinctively understands that affluent clients and advisers expect seamless execution, trusted expertise, discretion, and exceptional service, every time.<\/p>\n
Competencies\u00a0\u00a0 \u00a0<\/p>\n
\tStrategic & Commercial
\n\tStrategic thinking
\n\tCommercial acumen
\n\tMarket insight
\n\tInnovation orientation
\n\tSolution design capability
\n\tRelationship & Influence
\n\tExecutive presence
\n\tStakeholder management
\n\tInfluencing and negotiation
\n\tRelationship-building capability
\n\tHigh emotional intelligence
\n\tOperational Excellence
\n\tAttention to detail
\n\tService quality obsession
\n\tExecution discipline and delivery oversight
\n\tProcess improvement orientation
\n\tStrong governance mindset
\n\tPerformance management and KPI oversight
\n\tOperating model design and process optimisation
\n\tChange leadership and transformation execution<\/p>\n
Personal Attributes<\/p>\n
\tClient-centric mindset
\n\tProfessional maturity and discretion
\n\tHigh standards and low tolerance for mediocrity
\n\tDriven, resilient, and accountable
\n\tNaturally collaborative yet decisive
\n\tPassion for excellence and premium client experiences<\/p>\n
Closing Date\u00a0\u00a0 \u00a0<\/p>\n
\t2026\/06\/10<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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