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
REF: AGR996
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