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- Tasks: Lead the evolution of wealth management services and build client relationships.
- Company: Join a high-growth fintech firm blending traditional banking with digital finance.
- Benefits: Enjoy competitive salary, performance bonuses, and remote work with travel opportunities.
- Why this job: Be part of a pioneering team redefining wealth creation for high-net-worth individuals.
- Qualifications: 10+ years in wealth management; strong client relationship and regulatory knowledge required.
- Other info: This role offers fast-track career growth within a global fintech leader.
The predicted salary is between 72000 - 108000 £ per year.
Head of Wealth |UK| Switzerland| Luxemburg| Belgium (remote)
Recruitify Global has been exclusively retained to conduct a confidential executive search on behalf of a regulated, high-growth fintech firm (700+ppl) operating at the intersection of traditional banking and digital finance . As part of a strategic expansion across key markets in the UK| Switzerland| Luxemburg| Belgium , our client is seeking a dynamic and forward-thinking Head of Wealth to lead the evolution of their wealth management services.
Our client is a leading European fintech firm that blends the strength of regulated financial infrastructure with innovative, client-first digital solutions. With a global footprint, robust compliance standards, and a growing institutional client base, the company delivers advanced products in wealth management, alternative investments, and digital assets .
This is a rare opportunity to join a pioneering organization redefining modern wealth creation for high-net-worth individuals and forward-thinking investors.
Role Overview
The Head of Wealth will be responsible for scaling and transforming the company’s wealth management offering, with a focus on client relationship excellence , product innovation , and regulatory alignment . This role requires a strong track record in private banking, key account management , and delivering tailored financial solutions to a sophisticated clientele.
Key Responsibilities
- Develop and execute a comprehensive wealth management strategy aligned with the company’s growth objectives
- Build long-term, trust-based relationships with high-net-worth clients
- Design personalized financial plans and recommend suitable investment products
- Oversee portfolio performance and proactively adapt strategies to market conditions
- Lead client onboarding, risk assessments, and advisory processes
- Identify market trends and propose innovative wealth offerings
- Ensure compliance with UK/Swiss financial regulations (e.g. FCA, FINMA)
- Collaborate across departments (product, legal, investment, client success) to enhance the wealth proposition
- Represent the company in high-stakes client meetings and discreet negotiations
Ideal Candidate Profile
- 10+ years of experience in wealth management, private banking, or traditional banking services
- Proven track record of managing HNW client portfolios and achieving revenue targets
- Strong understanding of financial products, services, regulatory frameworks, and wealth management principles
- Solid knowledge of regulatory environments in UK| Switzerland| Luxemburg| Belgium
- Strong interpersonal skills with a client-centric, consultative approach
- Ability to manage teams and work in fast-moving fintech environments
- Knowledge or curiosity about digital assets and crypto solutions is a strong advantage
- Bachelor\’s degree in Finance, Business, or a related field (Master’s/CFA/CFP preferred )
- MBA is a big advantage
Location & Work Model
- Preferred locations: London, Zug, Zurich, Geneva, Luxembourg, Brussels
- Work model: remote with lots of travelling
Compensation & Benefits
- Competitive base salary
- Annual performance-based bonus
- Access to learning & development resources
- Fast-track career growth within a global fintech leader
All applications will be treated strictly confidential.
Only short-listed candidates will be contacted.
Recruitify Ltd. holds a license registered with the Ministry of Labor and
Social Policy to carry out intermediary activities with Certificate
â„–3521/18.05.2023 and Certificate â„–3522/18.05.2023.
Head of Wealth Management employer: Recruitify Global
Contact Detail:
Recruitify Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Wealth Management
✨Tip Number 1
Network strategically within the fintech and wealth management sectors. Attend industry conferences, webinars, and networking events to connect with key players and gain insights into the latest trends and opportunities.
✨Tip Number 2
Leverage LinkedIn to showcase your expertise in wealth management. Share relevant articles, engage with industry discussions, and connect with professionals in the field to increase your visibility and credibility.
✨Tip Number 3
Research the company thoroughly. Understand their current wealth management offerings, recent developments, and market positioning. This knowledge will help you tailor your approach and demonstrate your genuine interest during interviews.
✨Tip Number 4
Prepare for high-stakes negotiations by practising your communication and presentation skills. As the role involves representing the company in client meetings, being articulate and confident will set you apart from other candidates.
We think you need these skills to ace Head of Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, private banking, and client relationship management. Use specific examples that demonstrate your success in managing high-net-worth clients and achieving revenue targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the fintech landscape and your vision for transforming wealth management services. Mention your familiarity with regulatory frameworks in the UK, Switzerland, Luxembourg, and Belgium, as well as your innovative approach to client solutions.
Highlight Relevant Experience: In your application, emphasise your 10+ years of experience in wealth management and any leadership roles you've held. Discuss your ability to design personalised financial plans and adapt strategies based on market conditions.
Showcase Interpersonal Skills: Demonstrate your strong interpersonal skills and client-centric approach in your application. Provide examples of how you've built long-term relationships with high-net-worth clients and successfully navigated high-stakes negotiations.
How to prepare for a job interview at Recruitify Global
✨Showcase Your Expertise
Make sure to highlight your extensive experience in wealth management and private banking. Prepare specific examples of how you've successfully managed high-net-worth client portfolios and achieved revenue targets, as this will demonstrate your capability to lead the company's wealth management services.
✨Understand Regulatory Frameworks
Familiarise yourself with the financial regulations in the UK, Switzerland, Luxembourg, and Belgium. Be ready to discuss how you have ensured compliance in previous roles, as this is crucial for the position and will show that you are well-versed in the necessary legal frameworks.
✨Demonstrate Client-Centric Approach
Prepare to discuss your strategies for building long-term, trust-based relationships with clients. Share examples of how you've designed personalised financial plans and adapted strategies based on client needs, showcasing your consultative approach.
✨Stay Ahead of Market Trends
Research current trends in wealth management, particularly regarding digital assets and innovative investment products. Be prepared to propose ideas for new offerings that align with market demands, demonstrating your forward-thinking mindset and ability to drive product innovation.
