Head of Wealth Management

Role Description The Head of Wealth Management (part-time, remote) oversees the development and execution of wealth management strategies across client portfolios. Responsibilities include leading investment planning, monitoring portfolio performance, and ensuring alignment with clients’ risk profiles and long-term objectives. The role involves building and maintaining strong client relationships, presenting tailored wealth solutions, and coordinating with internal and external partners to deliver comprehensive financial services. The Head of Wealth Management will also establish governance frameworks, ensure compliance with relevant regulations and policies, and provide strategic guidance on new products, services, and market opportunities. Ongoing duties include preparing reports and presentations, mentoring team members, and contributing to business development initiatives. Qualifications - Demonstrated expertise in Investments and Investment Management, including portfolio construction, asset allocation, and performance monitoring. - Strong background in Finance and Financial Services, with the ability to interpret financial data and apply regulatory and industry best practices. - Proven skills in Business Relationship Management, with a track record of building and sustaining long-term client relationships. - Experience leading wealth management or private banking teams, preferably in a senior leadership role. - Advanced analytical and problem-solving skills, with sound judgment and decision-making capability. - Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly. - Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications such as CFA, CFP, or similar are highly desirable. - Comfort working remotely, with strong organizational skills and the ability to manage part-time hours effectively across multiple priorities.

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