Head: Value Proposition and Operations at Momentum Metropolitan Holdings Limited

Role Purpose    

• The 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.
• This 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.
• The 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.
• The role requires an uncompromising commitment to excellence, service quality, operational execution, and proposition relevance. The successful candidate will drive a culture where “good enough” is never acceptable and where every client interaction reflects best-in-class private wealth standards.

Requirements    

Qualifications and Experience

• Relevant postgraduate qualification.
• 8-10 years’ experience in private wealth, financial services, or a related environment, with significant exposure to adviser, client, proposition, and operational leadership.
• Proven experience designing solutions to solve the needs for Advisers and clients.
• Strong exposure to HNWI/UHNWI client servicing models.
• Demonstrated experience managing strategic partnerships and multi-disciplinary solution ecosystems.
• Strong understanding of adviser operating models and relationship management dynamics.
• Demonstrated experience leading operating model design, process optimisation, delivery governance, and cross-functional execution at a senior level.

Duties & Responsibilities    

Strategic Proposition Leadership

• Define and evolve the end-to-end Private Wealth value proposition aligned to the organisation’s strategic objectives and target market positioning.
• Develop integrated wealth solutions across:
• Investments and portfolio management solutions
• Global banking and lending solutions
• Concierge and lifestyle services
• Fiduciary and estate planning
• Tax advisory and structuring
• Insurance solutions
• Identify opportunities to expand the proposition through internal capability enhancement and complementary external partnerships.
• Ensure the proposition remains competitive, differentiated, commercially viable, and aligned with evolving HNWI/UHNWI needs.

Client & Adviser Insight Leadership

• Develop deep insight into the behaviours, expectations, and servicing needs of high net-worth clients and wealth managers.
• Understand how wealth managers and portfolio managers build trust, influence client decisions and structure relationships.
• Maintain close engagement with wealth managers, relationship managers, investment specialists, fiduciary professionals, and external partners to ensure practical and relevant solution design.
• Translate market intelligence and client feedback into tangible proposition enhancements.
• Develop clear client segmentation, personas, life-stage needs, and service models for HNW, UHNW, family office, entrepreneur, professional, executive, and intergenerational wealth segments.
• Ensure the proposition addresses key client moments including liquidity events, succession, wealth transfers, retirement, offshore diversification, philanthropy, business structuring, and legacy planning.

Service Excellence & Quality Delivery

• Champion exceptional service standards across every touchpoint within the Private Wealth ecosystem.
• Establish 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.
• Drive a culture of precision, responsiveness, professionalism for a great client experience.
• Ensure execution excellence across internal teams and strategic partners.
• Continuously identify service gaps, friction points, and operational inefficiencies and implement improvements rapidly across the team.
• Set 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.

Partnership & Ecosystem Management

• Identify, negotiate, and manage strategic partnerships that enhance the overall value proposition.
• Ensure external partners meet the organisation’s standards for service, professionalism, compliance, and client experience.
• Build an integrated ecosystem that enables seamless delivery of solutions across multiple disciplines.

Commercial & Growth Enablement

• Support adviser effectiveness by ensuring propositions are practical, compelling, and easy to position with clients.
• Drive proposition-led growth opportunities across client acquisition, retention, deepening, and share-of-wallet expansion.
• Work closely with distribution teams to improve client engagement and solution adoption.
• Contribute to revenue growth through innovative and commercially relevant proposition development.
• Define and monitor proposition performance, including adoption, client penetration, retention, revenue contribution, profitability, partner performance, and client satisfaction.
• Ensure propositions are commercially sustainable, appropriately priced, scalable, and aligned to business growth ambitions.
• Identify opportunities to deepen client relationships through integrated solution design and improved adviser enablement.
• Operational Leadership & Execution Governance
• Translate strategic priorities into an effective operating model with clear governance, decision rights, service standards, and execution accountability.
• Drive end-to-end operational excellence across the value chain by simplifying workflows, improving process efficiency, and embedding scalable ways of working.
• Establish performance measures, service metrics, and management reporting to monitor delivery effectiveness, identify risks, and support data-driven decision-making.
• Lead cross-functional execution across internal teams, service providers, and enabling functions to ensure seamless delivery of the Private Wealth proposition.
• Oversee operational readiness for new propositions, partnerships, and service enhancements, ensuring implementation plans, controls, and capacity requirements are in place.
• Identify and drive continuous improvement, automation, and operational resilience initiatives to enhance client experience, productivity, and business sustainability.

Governance, Risk & Regulatory Alignment

• Partner with the Governance team to ensure all proposition components operate within regulatory, legal, fiduciary, and compliance frameworks.
• Maintain strong governance standards across partnerships, client servicing, and proposition delivery.
• Partner with Risk, Compliance, Legal, and Product teams to mitigate operational and reputational risks.

Leadership Expectations

The Head: Value Proposition & Operations is expected to:

• Inspire excellence across teams and partners.
• Raise service and quality standards continuously.
• Build a culture of accountability, responsiveness, and ownership.
• Lead with professionalism, integrity, and client obsession.
• Challenge conventional thinking to create differentiated wealth experiences.
• The role requires an individual who instinctively understands that affluent clients and advisers expect seamless execution, trusted expertise, discretion, and exceptional service, every time.

Competencies    

• Strategic & Commercial
• Strategic thinking
• Commercial acumen
• Market insight
• Innovation orientation
• Solution design capability
• Relationship & Influence
• Executive presence
• Stakeholder management
• Influencing and negotiation
• Relationship-building capability
• High emotional intelligence
• Operational Excellence
• Attention to detail
• Service quality obsession
• Execution discipline and delivery oversight
• Process improvement orientation
• Strong governance mindset
• Performance management and KPI oversight
• Operating model design and process optimisation
• Change leadership and transformation execution

Personal Attributes

• Client-centric mindset
• Professional maturity and discretion
• High standards and low tolerance for mediocrity
• Driven, resilient, and accountable
• Naturally collaborative yet decisive
• Passion for excellence and premium client experiences

Closing Date    

• 2026/06/10