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Associate Partner - Private Banking and Wealth Management
Posted 7 hours 36 minutes ago by E-Frontiers
Associate Partner - Private Banking and Wealth Management
London Hybrid
Permanent
Salary circa 120-147k plus package
As an Associate Partner - Private Banking and Wealth Management within the UK Banking Advisory practice, you will operate as a senior leader with full accountability for client delivery, account growth and business development across the private banking and wealth management sector.
You will lead complex engagements end-to-end while simultaneously developing strategic client relationships, originating new business and expanding footprint in the UK market.
Internally, you will play a critical role in shaping the practice, developing talent and reinforcing culture as a high-performing boutique consultancy.
This role is suited to senior professionals with a strong industry network, commercial mindset and proven track record of delivering and selling high-value consulting engagements.
KEY RESPONSIBILITIES
Account Leadership & Revenue Ownership
- Own and grow strategic client accounts, with accountability for revenue targets and profitability.
- Develop long-term client roadmaps and position as a partner of choice.
- Identify opportunities for cross-selling and expansion across services and capabilities.
- Build durable relationships with senior decision-makers across business, operations and technology functions.
- Oversee account governance, satisfaction and retention.
Business Development & Market Growth
- Originate new business through an established network within UK private banking and wealth management.
- Lead the full sales life cycle: opportunity shaping, proposal development, negotiation and closing.
- Establish new client accounts and nurture them into sustainable revenue streams.
- Represent Synpulse externally through industry forums, events and thought leadership.
- Collaborate with global colleagues to bring broader capabilities to UK opportunities.
Client Delivery & Executive Engagement
- Provide executive oversight and leadership for complex, multi-stream transformation programmes.
- Ensure engagements deliver measurable client value while meeting quality, timeline and commercial expectations.
- Act as a trusted advisor to senior client stakeholders, including C-suite and business heads.
- Intervene on critical issues, manage delivery risk and ensure successful outcomes across the portfolio.
- Sponsor and guide engagement teams to maintain delivery excellence.
Team Leadership & Talent Development
- Set direction and priorities for engagement teams, allocating work across Managers, Senior Consultants and Consultants.
- Act as a Career Advisor, mentoring and coaching colleagues to support performance and career progression.
- Build leadership capability within the UK practice through sponsorship and development of future leaders.
- Foster a culture of accountability, collaboration and continuous improvement.
Practice & Organisational Contribution
- Contribute to the strategic growth of the UK office, including capability development and market positioning.
- Help define priority sectors, offerings and investment areas.
- Support recruitment of high-calibre talent aligned to practice needs.
- Act as a role model for Synpulse values and leadership behaviours.
SKILLS AND EXPERIENCE
Experience & Track Record
- 10+ years' experience in consulting and/or senior roles within financial services.
- Bachelor's degree required; advanced degree (MBA, MSc, MA) or professional qualifications are a bonus.
- Demonstrable experience in private banking and/or wealth management.
- Proven track record of delivering large-scale transformation programmes end-to-end.
- Strong experience managing senior stakeholders and complex organisational environments.
- Demonstrated success in originating and closing consulting opportunities.
Commercial & Client Leadership
- Established network within UK private banking and wealth management highly desirable.
- Strong ability to translate client challenges into commercially viable engagements.
- Experience owning revenue targets, account growth and pipeline development.
- Credibility to operate at executive level and influence strategic decisions.
Domain & Technical Understanding
- Deep understanding of private banking and wealth management business models, operating structures and regulatory landscape.
- Experience across key transformation themes such as operating model redesign, digital enablement, client life cycle transformation or efficiency programmes.
- Familiarity with core banking and wealth technology ecosystems is highly advantageous.
Leadership & Personal Attributes
- Highly independent, entrepreneurial and outcome-driven.
- Strong executive presence and communication skills.
- Ability to balance delivery, sales, people leadership and practice development.
- Collaborative mindset aligned with a boutique, team-oriented culture.
- Passion for developing others through coaching and mentorship.
E-Frontiers
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