CEO – Single Family Office, Birmingham – PLACED
We are seeking a CEO with a finance background to oversee the operations of a Single Family Office based in Birmingham (UK)
Working very closely with the family principals, this is a senior role with wide-ranging responsibilities across legal, tax, accounting, HR, philanthropy, and overall governance.
Key Requirements:
- Qualified finance professional or equivalent experience
- Proven track record in managing the operational and administrative functions of a family office
- Strong understanding of finance and tax across personal, company, trust and charity entities
- Excellent organisational and communication skills
- High levels of discretion, integrity, and professionalism
Skills:
- Degree level qualification and professional qualification in finance or related area.
- Senior management experience in a finance role or family office environment.
- Experience of strategic planning and implementation.
- Broad based previous experience demonstrating ability to manage many tasks in different areas simultaneously.
- Strong communication and relationship management skills. Personable, positive, discreet and diplomatic.
- Proven team building and people management skills
- Ability to prioritise and maintain a balanced perspective whilst identifying key elements in decision processes, risks and opportunities.
- Ability to write clearly and concisely on different topics as well as read, analyse, and summarise documents and reports.
- Proven success in driving projects to completion, meeting deadlines and thirst for perfection
- Eye for detail to ensure highest standards of accuracy in reports and other outputs.
- Ability to provide constructive practical advice in many areas and listen to others input.
Experience:
- Investment structuring and monitoring
- Property law and management
- Family Inter-generational Tax Planning
- Charity governance including chairing trustee boards
- Senior Accountancy, Investment Management, Tax or Banking experience
- People management experience in a small/medium
- Oversight of staff in UK and France
- Charity grant making experience
- Finance oversight and reporting in a senior business or charity role sized organisation
- Charity strategy development
- Personal tax planning
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume todimitrip@agreusgroup.com
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