Head of Wealth Management

Opportunity Overview

Role Profile

Key Responsibilities

• Manage and develop an established portfolio of HNWI and UHNWI clients, including individuals and family offices.
• Provide tailored investment advice and holistic wealth management solutions.
• Act as a trusted advisor and build lasting client relationships.
• Acquire new clients through networks, referrals, and proactive business development.
• Collaborate with specialists in investments, credit, tax, estate planning, and other wealth disciplines.
• Ensure compliance with regulatory and internal risk-management requirements.
• Maintain high standards of ethics, integrity, discretion, and confidentiality.
• Contribute to the growth and strategic development of the wealth management business.

Candidate Profile

• 10 or more years of relationship management or private banking experience within leading Swiss or European financial institutions.
• Proven track record managing and developing HNWI and UHNWI client portfolios, ideally focused on the MENA region.
• Established network of private clients, entrepreneurs, family offices, and relevant intermediaries.
• Strong understanding of investment products, financial markets, and international banking solutions.
• Good knowledge of Swiss and/or European regulatory frameworks.
• Demonstrated ability to originate business and develop long-term client relationships.
• Strong entrepreneurial and commercial mindset.
• Excellent communication, interpersonal, and stakeholder-management skills.
• High professionalism, integrity, discretion, and client confidentiality.
• Stable career track record and a long-term relationship-oriented approach.

Opportunity Benefits

• The role offers a dynamic, entrepreneurial, and merit-driven environment with exposure to senior leadership and strategic initiatives.
• The position includes a defined career path supported by ongoing professional development.
• Progression is performance-driven and based on qualitative and quantitative results.
• The opportunity includes competitive fixed compensation plus a performance-related variable component.
• The role provides direct exposure to strategic projects and senior leadership.
• Potential progression toward a senior executive or leadership position within 3 to 5 years is subject to performance and business needs.
• The culture emphasizes integrity, transparency, and long-term value creation.

Confidentiality

• This is a strictly confidential executive search, with further client details disclosed to shortlisted candidates during selection.