Head of Family Office Investment Strategy/Senior Private Wealth Manager

We are seeking an experienced and strategic Head of Family Office Investment Strategy / Senior Private Wealth Manager to oversee investment planning, wealth management, and portfolio strategies for high-net-worth individuals and family offices. The ideal candidate should have strong expertise in financial markets, asset allocation, and wealth preservation, with the ability to deliver long-term investment growth.

• Develop and implement investment strategies aligned with client financial objectives.
• Manage diversified investment portfolios and asset allocation plans.
• Advise clients on wealth preservation, estate planning, and succession strategies.
• Identify investment opportunities across equities, bonds, real estate, and alternative assets.
• Monitor market trends, portfolio performance, and investment risks.
• Build and maintain relationships with high-net-worth clients and financial institutions.
• Ensure compliance with financial regulations and investment policies.

• Degree or Master's in Finance, Economics, Investment Management, or a related field.
• Extensive experience in private wealth management, family office advisory, or investment strategy.
• Strong knowledge of portfolio management, financial markets, and asset allocation.
• Professional certifications such as CFA, CFP, or equivalent are an advantage.
• Excellent financial analysis, risk management, and strategic planning skills.
• Strong leadership, communication, and client relationship management abilities.