Regional CEO- Wealth Management

Contract Type

Permanent

Location

New South Wales, Sydney

Industry

IT

Specialisation

Executive Search

Salary

Negotiable

Contact Name

Andrew Sully

Contact Email

andrew@talenza.com.au

Date published

02-04-2025

Job Reference

BBBH17965

Description

Chief Executive Officer - Wealth Management
Lead the Future of Private Wealth Advisory

Are you a visionary leader with a passion for driving growth and innovation in wealth management? We are seeking an exceptional Regional Chief Executive Officer (CEO) to lead a premier wealth management organization, guiding its strategic direction, enhancing client services, and driving sustainable business success.

About the Role

As CEO, you will be responsible for:
✔️ Strategic Leadership - Setting and executing a vision for the firm's growth, aligning with evolving market trends and client needs.
✔️ Client-Centric Innovation - Enhancing the firm's reputation for delivering bespoke investment solutions and financial advisory services.
✔️ Business Performance & Growth - Expanding market share, strengthening key client relationships, and identifying new revenue streams.
✔️ Regulatory & Risk Management - Ensuring compliance with financial regulations and fostering a strong governance culture.
✔️ Team Leadership & Culture - Inspiring a high-performance team, attracting top talent, and fostering a dynamic workplace culture.

About You

To excel in this role, you will have:
✅ Proven executive leadership experience in wealth management, private banking, or financial services.
✅ A deep understanding of investment management, financial planning, and high-net-worth advisory services.
✅ A track record of business transformation, revenue growth, and client engagement in a competitive market.
✅ Strong regulatory knowledge and the ability to navigate complex financial landscapes.
✅ Exceptional stakeholder management skills, with the ability to inspire teams and build long-term partnerships.

🔹 Established Reputation - Join a respected brand with a strong presence in the wealth management sector.
🔹 Growth Potential - Drive innovation and expansion in a dynamic and evolving industry.
🔹 Impact & Influence - Shape the future of the firm, its culture, and its client experience.

This is a rare opportunity to lead from the front, shaping the strategic future of a highly regarded wealth management firm. If you are a forward-thinking, client-driven leader ready to take on this challenge, we invite you to apply.

📩 Confidential inquiries welcome. Apply now to take the next step in your leadership journey.

Apply Now

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