Senior Wealth Manager Leader
5 days ago
Industry Focus: Wealth Management, Private Banking, and Alternative Investments
About the Role:
A highly accomplished Wealth Management Executive Director is sought to drive business expansion, client acquisition, and strategic growth for a leading financial services firm. This high-impact leadership position requires an experienced executive with a strong background in private banking, investment management, and business development.
The ideal candidate will possess full P&L responsibility, overseeing operations, sales strategy, regulatory compliance, and financial performance. Key Responsibilities Include:
Business Strategy & Expansion- Develop and execute strategic growth plans to strengthen market positioning.
- Create and implement client acquisition and sales strategies.
- Capitalize on new business opportunities in wealth management and alternative investments.
- Establish and nurture key strategic partnerships.
- Build and lead a high-performing sales and relationship management team.
- Oversee daily operations, financial performance, and client engagement.
- Foster a strong corporate culture that encourages collaboration and performance.
- Develop and manage the business plan, budgeting, and P&L targets.
- Ensure strict compliance with regulatory and corporate governance standards.
- Work closely with the Board to implement risk management frameworks.
- Provide strategic direction on investment opportunities and market expansion.
- Drive product innovation and develop high-value financial solutions.
- Report regularly to the Board of Directors on key performance metrics and business development strategies.
The ideal candidate should possess:
- 20+ years of experience in investment management, private banking, or wealth management.
- Minimum 3-5 years in an executive leadership role.
- An established network of HNW / UHNW clients and relationship managers.
- A proven track record in scaling businesses and driving AUM growth.
- A strong background in financial product development, alternative investments, and structured solutions.
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