At a Glance
- Tasks: Lead a Single Family Office, managing finance, governance, and philanthropy.
- Company: Dynamic family office in Birmingham with a focus on integrity and professionalism.
- Benefits: Competitive salary, opportunity for strategic influence, and a collaborative environment.
- Other info: Exciting role with opportunities for personal and professional growth.
- Why this job: Shape the future of a family office while working closely with influential family principals.
- Qualifications: Qualified finance professional with senior management experience and strong communication skills.
The predicted salary is between 100000 - 150000 € per year.
We are seeking a CEO with a finance background to oversee the operations of a Single Family Office based in Birmingham (UK). Working very closely with the family principals, this is a senior role with wide-ranging responsibilities across legal, tax, accounting, HR, philanthropy, and overall governance.
Key Requirements:
- Qualified finance professional or equivalent experience
- Proven track record in managing the operational and administrative functions of a family office
- Strong understanding of finance and tax across personal, company, trust and charity entities
- Excellent organisational and communication skills
- High levels of discretion, integrity, and professionalism
Skills:
- Degree level qualification and professional qualification in finance or related area
- Senior management experience in a finance role or family office environment
- Experience of strategic planning and implementation
- Broad based previous experience demonstrating ability to manage many tasks in different areas simultaneously
- Strong communication and relationship management skills. Personable, positive, discreet and diplomatic
- Proven team building and people management skills
- Ability to prioritise and maintain a balanced perspective whilst identifying key elements in decision processes, risks and opportunities
- Ability to write clearly and concisely on different topics as well as read, analyse, and summarise documents and reports
- Proven success in driving projects to completion, meeting deadlines and thirst for perfection
- Eye for detail to ensure highest standards of accuracy in reports and other outputs
- Ability to provide constructive practical advice in many areas and listen to others input
Experience:
- Investment structuring and monitoring
- Property law and management
- Family Inter-generational Tax Planning
- Charity governance including chairing trustee boards
- Senior Accountancy, Investment Management, Tax or Banking experience
- People management experience in a small/medium
- Oversight of staff in UK and France
- Charity grant making experience
- Finance oversight and reporting in a senior business or charity role sized organisation
- Charity strategy development
- Personal tax planning
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to dimitrip@agreusgroup.com
CEO – Single Family Office, Birmingham – PLACED employer: Agreus
As a leading Single Family Office in Birmingham, we pride ourselves on fostering a collaborative and supportive work environment that values integrity, discretion, and professionalism. Our commitment to employee growth is evident through tailored development opportunities and a culture that encourages open communication and strategic thinking. Join us to make a meaningful impact while enjoying the unique advantages of working in a vibrant city known for its rich history and dynamic business landscape.
StudySmarter Expert Advice🤫
We think this is how you could land CEO – Single Family Office, Birmingham – PLACED
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and family office sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the family office and understand their values and operations. We suggest practising common interview questions and even role-playing with a friend. The more prepared you are, the more confident you’ll feel when it’s time to shine.
✨Tip Number 3
Showcase your expertise! When you get the chance to meet with the family principals, make sure to highlight your experience in finance and management. We want you to demonstrate how your skills can directly benefit their operations and governance.
✨Tip Number 4
Follow up after your meetings! A quick thank-you email can go a long way. We recommend reiterating your interest in the position and mentioning something specific from your conversation. It shows you’re genuinely interested and keeps you on their radar.
We think you need these skills to ace CEO – Single Family Office, Birmingham – PLACED
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your finance background and relevant experience in family office operations. We want to see how your skills align with the key requirements listed in the job description.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this CEO role. Share specific examples of your previous successes in managing operational functions and strategic planning, and don’t forget to show a bit of your personality!
Showcase Your Communication Skills:Since strong communication is key for this role, ensure your application is clear and concise. We appreciate well-structured documents that reflect your ability to summarise complex information effectively.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Agreus
✨Know Your Numbers
As a CEO with a finance background, it's crucial to be well-versed in financial metrics and reports. Brush up on key financial concepts relevant to family offices, such as investment structuring and tax planning, so you can speak confidently about them during the interview.
✨Showcase Your Leadership Style
This role requires strong people management skills, so be prepared to discuss your leadership approach. Share specific examples of how you've built teams and managed relationships in previous roles, especially in a family office or similar environment.
✨Demonstrate Discretion and Integrity
Given the sensitive nature of working closely with family principals, highlight your experience in maintaining confidentiality and professionalism. Prepare anecdotes that showcase your ability to handle delicate situations with tact and diplomacy.
✨Prepare for Strategic Discussions
Expect questions around strategic planning and implementation. Think about past projects where you successfully drove initiatives to completion, and be ready to discuss how you prioritised tasks and identified risks and opportunities along the way.
