Chief Operating Officer - Wealth Management & Portfolio Management Services

Job Description :

We are seeking an experienced and dynamic Chief Operating Officer (COO) to lead our Wealth Management and Portfolio Management Services (PMS) division. The ideal candidate will have a minimum of 8 years of experience in wealth management, investment advisory, or related financial services, with a proven track record of operational excellence, strategic thinking, and leadership.

Role : Chief Operating Officer (COO) - Wealth Management and Portfolio Management Services (PMS)

Key Responsibilities :

Strategic Leadership :

- Develop and implement business strategies, plans, and procedures to achieve company goals and objectives.

- Oversee daily operations of the company, ensuring smooth coordination between departments.

Operational Management :

- Manage and optimize operational processes for wealth management and PMS to improve efficiency and client satisfaction.

- Ensure compliance with regulatory requirements and industry standards.

- Develop and maintain standard operating procedures (SOPs) and best practices.

Financial Management :

- Oversee financial performance, investments, and other business ventures.

- Monitor and analyze performance metrics to ensure financial health and profitability.

- Work with the CFO to prepare and manage budgets.

Client Relationship Management :

- Build and maintain strong relationships with high-net-worth clients and stakeholders.

- Ensure high levels of client satisfaction and address any issues or concerns promptly.

Team Leadership :

- Lead, mentor, and develop a high-performing team, fostering a culture of excellence and accountability.

- Conduct performance reviews and provide professional development opportunities.

Risk Management :

- Identify and mitigate potential risks to the business, ensuring robust risk management processes are in place.

- Oversee compliance and ensure that all operations adhere to internal and external standards.

Innovation and Improvement :

- Drive continuous improvement initiatives to enhance operational efficiency and service quality.

- Stay abreast of industry trends and innovations to keep the company competitive.

Qualifications :

- Bachelor's degree in Finance, Business Administration, or a related field; MBA or relevant master's degree preferred.

- Minimum of 8 years of experience in wealth management, portfolio management, or investment advisory roles.

- Proven experience in a senior management position, preferably as a COO or similar role.

- Strong understanding of financial markets, investment strategies, and regulatory requirements.

- Excellent leadership, communication, and interpersonal skills.

- Strategic thinker with strong analytical and problem-solving abilities.

- Proven ability to manage and lead diverse teams.

- High level of integrity and ethical standards.

Skills :

- Deep knowledge of wealth management and PMS operations.

- Proficiency in financial analysis and performance management.

- Strong project management skills and ability to manage multiple priorities.

- Proficiency in financial software and tools used in wealth management.

- Excellent negotiation and relationship-building skills.

Key Competencies :

- Leadership and decision-making

- Strategic and analytical thinking

- Operational excellence

- Client-focused approach

- Financial acumen

- Risk management