Chief Wealth Management Officer

Chief Wealth Management OfficerJob Overview
The Chief Wealth Management Officer is responsible for developing and overseeing the organization's wealth management strategy, client service framework, and long-term business growth initiatives. This role leads wealth management operations, portfolio advisory strategy, client relationship development, and service delivery standards. Working closely with executive leadership and financial professionals, the Chief Wealth Management Officer ensures that wealth management services align with client objectives, organizational priorities, applicable regulations, and sustainable business performance.
Key Responsibilities
Wealth Management Strategy Development
Develop and implement comprehensive wealth management strategies that support business growth, strengthen client relationships, and advance the organization's long-term objectives.
Client Relationship Management
Establish strategic approaches to client acquisition, relationship development, retention, and service quality to build lasting relationships with high-value clients.
Portfolio Advisory Oversight
Oversee portfolio advisory frameworks and investment planning processes to ensure recommendations are aligned with client goals, risk tolerance, liquidity needs, and investment time horizons.
Wealth Planning Services
Guide the development of wealth planning services covering asset allocation, financial planning, retirement objectives, and long-term wealth preservation, as appropriate to the organization's services.
Business Development and Growth
Identify new business opportunities, expand client networks, and develop strategic initiatives that increase the reach and effectiveness of wealth management services.
Client Service Excellence
Establish service standards and performance measures to improve client satisfaction, strengthen engagement, and maintain consistent service delivery.
Investment Strategy Coordination
Collaborate with investment research and portfolio management teams to translate market insights and investment perspectives into appropriate client-facing strategies.
Risk Management and Compliance
Work with risk management, compliance, and legal teams to maintain appropriate oversight of client activities, investment advisory processes, and applicable regulatory requirements.
Revenue and Business Performance Management
Establish business performance objectives, monitor revenue and profitability, and identify opportunities to improve operational efficiency and sustainable growth.
Wealth Management Product and Service Development
Evaluate client needs and market trends to guide the development and enhancement of wealth management offerings, advisory services, and client engagement programs.
Strategic Partnerships and External Relationships
Build relationships with relevant financial institutions, professional service providers, and industry partners to support service capabilities and business development.
Operational Oversight and Process Improvement
Oversee wealth management processes, service delivery workflows, and operational controls to improve consistency, efficiency, and accountability.
Executive Leadership and Strategic Reporting
Present business performance, client relationship trends, strategic initiatives, and operational risks to executive leadership to support informed decision-making.
Team Leadership and Talent Development
Lead and develop wealth management professionals, establish clear performance expectations, and foster a culture of professionalism, collaboration, client focus, and continuous improvement.
QualificationsEducation Background
Bachelor's degree in Finance, Economics, Business Administration, Financial Planning, or a related field.
Master's degree in Business Administration (MBA), Finance, or Wealth Management is preferred.
Professional credentials such as CFA, CFP, or other relevant financial planning and investment qualifications are advantageous, depending on the scope of responsibilities.
Work Experience
Minimum of 12–15 years of progressive experience in wealth management, financial advisory services, investment management, or related financial services.
At least 7 years of experience in senior leadership, business management, or wealth management strategy roles.
Demonstrated experience developing wealth management strategies, managing client relationships, and overseeing financial advisory or investment-related services.
Strong understanding of portfolio strategy, financial planning, client risk assessment, and wealth preservation principles.
Experience leading teams, managing business performance, and developing client-focused growth initiatives.
Familiarity with applicable financial services regulations, fiduciary responsibilities, and compliance frameworks relevant to the organization's activities.
Excellent strategic leadership, financial analysis, relationship management, communication, and decision-making skills.

Work arrangement
Yes