Head of Wealth Management in United Kingdom

Job description

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

№3521/18.05.2023 and Certificate №3522/18.05.2023.

Extra information

Status

Open

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Part-time jobs

Published at

20-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English