Head of Wealth Management

Role Description The Head of Wealth Management role is a part-time, remote position responsible for overseeing the development and execution of wealth management strategies for client organizations. Day-to-day tasks include defining investment propositions, guiding portfolio construction, and ensuring alignment with client risk profiles and financial objectives. The role involves managing key business relationships, collaborating with client leadership teams, and providing strategic input on product offerings and service enhancements. The Head of Wealth Management will also monitor market trends, regulatory changes, and performance metrics to recommend adjustments to investment and advisory approaches. This position requires regular virtual meetings, structured reporting, and close coordination with internal stakeholders and external partners to maintain high standards of client service and compliance.

Qualifications

• Candidates should possess strong Business Relationship Management skills, with the ability to build, sustain, and grow strategic client partnerships.
• Candidates should possess solid Finance expertise, including understanding of financial instruments, risk management, and portfolio performance drivers.
• Candidates should possess Investment Management and Investments skills, with experience designing, implementing, and reviewing multi-asset investment strategies.
• Candidates should possess knowledge of the Financial Services sector, including regulatory frameworks, wealth products, and advisory best practices.
• Demonstrated leadership experience in wealth management or private banking, preferably at a senior or head-of-department level.
• Ability to work independently in a remote setting, manage part-time hours effectively, and deliver consistent strategic guidance and reporting.
• Excellent analytical, decision-making, and communication skills, with the capacity to present complex financial concepts clearly to diverse stakeholders.
• Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFA, CFP) are advantageous.