CEO / Wealth Management & Alternative Investments

Industry : Wealth Management | Private Banking | Alternative Investments

Experience Level : Executive Leadership (20+ years)

A 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 high-impact 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 high-performing 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.
• 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.

Ideal Candidate Profile

Experience & Expertise

• 20+ years of experience in investment management, private banking, or wealth management.
• Minimum 3-5 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 decision-making abilities.