Head of Wealth Management I Nassau, Bahamas
Head of Wealth Management | Nassau, Bahamas
We are partnering with an international private banking institution to appoint a Head of Wealth Management to lead its Private Banking business in Nassau.
This is a senior leadership role with full responsibility for the strategic development, commercial performance, and day-to-day management of the Wealth Management division.
Key Responsibilities
- Strategy & Growth: Develop and execute a clear business plan to drive sustainable growth across private banking activities
- Leadership: Lead, mentor, and develop a team of Relationship Managers and support staff, fostering a high-performance culture
- Client Advisory: Maintain and grow key client relationships, delivering highly tailored wealth management solutions
- Business Development: Drive acquisition of new clients and assets under management, including intermediaries and strategic partners
- Regional Expansion: Contribute to the expansion of the platform's presence locally and across the broader Caribbean region
- Financial Management: Oversee budgets, revenue targets, and key performance indicators for the division
- Operational Oversight: Ensure excellence in client service, regulatory compliance, and operational efficiency
Profile Requirements
- Minimum 10+ years of experience in private banking or wealth management
- Proven track record in business development, client acquisition, and AUM growth
- Strong leadership and team management experience
- Deep understanding of wealth management products, advisory solutions, and client structuring
- Entrepreneurial mindset with the ability to drive growth in an international environment
- Experience working with international and offshore client bases is highly advantageous
Education & Skills
- Degree in Finance, Economics, Business, or related discipline
- Professional qualifications (e.g., CFA, CIWM or equivalent) are advantageous
- Fluent in English; additional languages are a plus
Opportunity
This is a unique opportunity to take on a strategic leadership role within an established yet growth-oriented international platform. The position offers strong autonomy, visibility, and the ability to play a key role in shaping the future development of the business.
A competitive expatriate-style package is offered, aligned with the seniority of the role.
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