Head of Wealth Management

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 OverviewThe 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 ResponsibilitiesDevelop and execute a comprehensive wealth management strategy aligned with the company’s growth objectivesBuild long-term, trust-based relationships with high-net-worth clientsDesign personalized financial plans and recommend suitable investment productsOversee portfolio performance and proactively adapt strategies to market conditionsLead client onboarding, risk assessments, and advisory processesIdentify market trends and propose innovative wealth offeringsEnsure compliance with UK/Swiss financial regulations (e.g. FCA, FINMA)Collaborate across departments (product, legal, investment, client success) to enhance the wealth propositionRepresent the company in high-stakes client meetings and discreet negotiations Ideal Candidate Profile10+ years of experience in wealth management, private banking, or traditional banking servicesProven track record of managing HNW client portfolios and achieving revenue targetsStrong understanding of financial products, services, regulatory frameworks, and wealth management principlesSolid knowledge of regulatory environments in UK| Switzerland| Luxemburg| BelgiumStrong interpersonal skills with a client-centric, consultative approachAbility to manage teams and work in fast-moving fintech environmentsKnowledge or curiosity about digital assets and crypto solutions is a strong advantageBachelor's degree in Finance, Business, or a related field (Master’s/CFA/CFP preferred)MBA is a big advantage Location & Work ModelPreferred locations: London, Zug, Zurich, Geneva, Luxembourg, BrusselsWork model: remote with lots of travellingCompensation & BenefitsCompetitive base salaryAnnual performance-based bonusAccess to learning & development resourcesFast-track career growth within a global fintech leaderAll applications will be treated strictly confidential.Only short-listed candidates will be contacted.Recruitify Ltd. holds a license registered with the Ministry of Labor andSocial Policy to carry out intermediary activities with Certificate№3521/18.05.2023 and Certificate №3522/18.05.2023.

Created: 2025-07-23