Head: Acquisition, Growth and Client Services at Momentum Metropolitan Holdings Limited

Role Purpose    

• We are establishing a new Private Wealth business focused on delivering bespoke wealth management solutions and family office services to high-net-worth individuals (HNWIs), ultra-high net worth individuals (UHNWIs) and select entrepreneurial clients.
• The Head of Acquisition, Growth and Client Service will be responsible for leading the growth and distribution strategy of the business, which will include the recruitment and/or acquisition of top-tier wealth managers, portfolio managers and potentially high-value clients, while also shaping a distinctive client service and client experience approach that supports long-term retention and advocacy.
• This is a senior leadership role suited to a commercially driven professional with extensive experience in wealth management distribution, adviser recruitment, and high-net-worth client acquisition. The successful candidate will play a critical role in shaping the growth trajectory, market positioning, and commercial success of the business.

Requirements    

Experience

• Extensive experience within Private Wealth, Wealth Management, Financial Advisory, or Investment Management sectors.
• Proven track record in adviser recruitment, business development, and distribution leadership.
• Strong understanding of high-net-worth and ultra-high net worth client segments.
• Established industry network across financial advisers, intermediaries, and affluent client communities.
• Demonstrated success in driving revenue growth and expanding distribution capability.
• Demonstrated ability to embed a client-centric culture and enhance service delivery and client experience within a high-value advice or wealth environment.
• Strong commercial acumen and entrepreneurial mindset.
• Exceptional relationship management, negotiation, and influencing skills.
• Ability to operate strategically while remaining hands-on in building the business.
• Experience building or scaling a new Private Wealth or advisory business.
• Existing relationships with top-performing advisers, portfolio managers and wealth management professionals.
• Knowledge of regulatory and compliance frameworks relevant to wealth management and financial advice.

Qualifications

• B.Com or similar.
• CFP qualification will be beneficial.

Duties & Responsibilities    

Adviser Acquisition & Distribution Growth

• Develop and execute a strategic acquisition plan to recruit high-performing wealth managers, portfolio managers and lead wealth management practice acquisitions.
• Build a strong pipeline of experienced wealth managers and portfolio managers aligned to the vision and proposition of the Private Wealth business.
• Establish and maintain relationships across the adviser, wealth management, investment management and financial planning industry.
• Drive national distribution growth through adviser recruitment, strategic partnerships, and referral networks.
• Identify market opportunities and competitor activity to strengthen market penetration.
• Design and oversee the onboarding and integration journey for newly recruited wealth managers, portfolio managers and advisory teams.
• Ensure new joiners are enabled through proposition training, client migration support, systems access, operational readiness and clear commercial expectations.
• Monitor productivity, retention, engagement and early-stage performance of recruited advisers and teams.

Client Acquisition & Relationship Management

• Lead initiatives to attract and retain high-net-worth and ultra-high net worth clients, with a strong focus on delivering an exceptional end-to-end client experience.
• Develop and maintain relationships with key strategic partners and professional networks.
• Partner with wealth managers to support business development opportunities and client engagement strategies.
• Work closely with the Head: Value Proposition to ensure that solutions are developed based on needs and feedback from the market to drive the continuous enhancement of the client value proposition to ensure a differentiated offering in the market.
• Define and drive client service standards, service disciplines and experience principles that reinforce a differentiated, high-touch Private Wealth proposition.
• Monitor client feedback, service trends and experience insights to identify opportunities to improve satisfaction, loyalty and retention.
• Identify, assess and lead adviser practice, book and team acquisition opportunities aligned to the Private Wealth strategy.
• Develop commercial models for onboarding advisers, teams or client books, including valuation principles, integration planning, retention risk and cultural fit.
• Partner with Finance, Legal, Risk and Compliance to structure acquisition opportunities appropriately.
• Design and implement a market-leading succession planning framework for wealth managers and portfolio managers.

Strategic Leadership

• Contribute to the overall growth strategy and commercial objectives of the Private Wealth business.
• Work closely with executive leadership to develop scalable acquisition and retention strategies.
• Provide market intelligence and insights into wealth manager and HNW client trends within the domestic wealth industry.
• Drive a high-performance culture focused on growth, client excellence, service delivery, and collaboration.

Brand & Market Presence

• Represent the Private Wealth business at industry events, conferences, and networking engagements.
• Enhance the reputation and visibility of the business within the Private Wealth and wealth manager industry.
• Build credibility with wealth managers, strategic partners and clients through strong industry relationships and thought leadership.
• Own and deliver agreed growth targets across adviser acquisition, client acquisition, assets under management/advice, revenue, retention and profitability.
• Develop and manage the growth pipeline, including conversion metrics, expected revenue contribution, timing, risk and probability.
• Use data and management information to track acquisition activity, pipeline progression, adviser productivity, client conversion and return on investment.

Competencies    

• Highly driven and commercially focused.
• Entrepreneurial and growth oriented.
• Credible, influential, and relationship centric.
• Strategic thinker with strong execution capability.
• Professional presence with excellent communication skills.
• Deep commitment to client centricity, service excellence, and continuous improvement of the client experience.

Closing Date    

• 2026/06/10