An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The role
Our client is looking for a hands-on Chief of Staff who is familiar with working for a Wealth Management firm with high standards and expectations. The successful candidate will play an instrumental part in uniting teams across the business to get everyone working towards a common goal.
The Chief of Staff will work closely with the CEO and Executive Assistant as well as other team members playing a vital role in streamlining operations, driving organisational priorities, and supporting the overall effectiveness of the leadership team of the function.
The Chief of Staff is to help co-ordinate and manage preparation of agendas, presentations, recording and follow up of actions, track and monitor delivery of goals, cascade information, co-ordinate information requests and other support required.
The Chief of Staff will confidently work in conjunction with the Wealth Management business Leadership team, prepare strategic or operational notes and presentations for various audiences across the business, ensuring timely execution and delivery of key projects by managing resources, timelines and stakeholders.
The Candidate
1. Senior Business Management / Chief of Staff experience within an Investment Management firm.
2. Experience working with multiple functions in a matrix organisation.
3. Advanced level of analysis and synthesis skills.
4. Delivery orientation with the ability to learn and embrace continuous improvement in processes and implementation approach.
5. Highly effective communication skills, with the ability to manage senior stakeholders with flexibility in style.
6. Proactive mindset, anticipating needs and actions.
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