Wealth Director

Our client is a market leading Data Analytics and Benchmarking firms that works with the C-suite, Heads of Strategy and Front Office Heads of the world’s leading Banks, to help them benchmark their competitive positioning. 

We have been mandated to recruit a Director to launch a new benchmarking proposition in the Private Banking / Wealth Management space.

This role will involve:

  • Conducting market analysis and leading benchmarking  projects
  • Pitching to and managing relationships with leadership teams in top tier Private Banks in Europe and Asia
  • Working with technical teams to develop the product
  • Manage the offshore research team
  • Hire and lead a high performing team

The ideal incumbent of this role will have the below experience, skills and characteristics:

  • Very strong academic record e.g MBA / degree from a top 10 University
  • Extensive experience in Private Banking, Wealth or Asset Management in either a strategy, COO or consulting role
  • Experience working in a top tier Private Bank eg Credit Suisse, UBS, Deutsche etc
  • Proven recent experience of market sizing and benchmarking projects in Europe / Asia for the Private Banking and Wealth industry
  • Exceptional communication and presentation skills, with experience of presenting to C-suite stakeholders
  • Excellent analytical ability and highly numerate
  • Strong interpersonal and leadership skills with an entrepreneurial mindset