CEO Wealth Management Alternative Investments
5 days ago
Location: Dubai UAE
Industry: Wealth Management Private Banking Alternative Investments
Experience Level: Executive Leadership 20 years)
A leading financial services firm in the wealth management and alternative investments sector is seeking an experienced CEO / General Manager to drive business expansion client acquisition and strategic growth. This is a highimpact leadership position requiring a dynamic executive with a strong background in private banking investment management and business development.
The role involves full P&L responsibility overseeing operations sales strategy regulatory compliance and financial performance. The ideal candidate will bring an existing network of HNW/UHNW clients and private banking professionals to accelerate the firms market presence.
Key Responsibilities
Business Strategy & Expansion
- Define and execute strategic growth plans to strengthen market positioning.
- Develop and implement client acquisition and sales strategies.
- Identify and capitalize on new business opportunities in wealth management and alternative investments.
- Establish and nurture key strategic partnerships.
Leadership & Team Management
- Build and lead a highperforming sales and relationship management team.
- Oversee daily operations financial performance and client engagement.
- Develop a strong corporate culture that fosters collaboration and performance.
Financial & Risk Management
- 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.
Executive Leadership & DecisionMaking
- Provide strategic direction on investment opportunities and market expansion.
- Drive product innovation and develop highvalue financial solutions.
- Report regularly to the Board of Directors on key performance metrics and business development strategies.
Ideal Candidate Profile
Experience & Expertise
- 20 years of experience in investment management private banking or wealth management.
- Minimum 35 years in an executive leadership role.
- Established network of HNW/UHNW clients and relationship managers.
- Proven track record in scaling businesses and driving AUM growth.
- Strong background in financial product development alternative investments and structured solutions.
Qualifications
- Bachelors degree in Finance Business or Accounting (MBA preferred).
- Strong knowledge of regulatory frameworks risk management and corporate governance.
- Exceptional leadership strategic vision and decisionmaking abilities.
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