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Head of wealth planning

Challenger Recruitment Specialists
Planner
Posted: 17 October
Offer description

Head of Wealth Planning & Investment Oversight - Dublin Dublin | PCF-30 | Executive Committee | Wealth & HNW Clients | Investment LeadershipThe FirmOur client, a highly respected wealth and investment manager with a strong UK heritage and ambitious European expansion plans, is establishing its EU hub in Dublin. As part of this growth, the firm seeks an exceptional individual to becomeHead of Wealth Planning & Investment Oversight.This is a senior ExCo-level position with PCF-30 accountability. The role blends investment oversight and governance with a genuine voice in shaping the investment proposition for wealth, discretionary, and HNW clients.The Opportunity - ResponsibilitiesInvestment LeadershipPartner with advisers and portfolio managers to shape discretionary model portfolios and financial planning solutions. Contribute to asset allocation frameworks, portfolio construction parameters, and manager selection oversight.Commercial VoiceWork with advisers, planners, and senior management to align investment oversight with client outcomes and commercial growth.Executive PresenceReport directly to the MD, provide MI and market insights to the Board, and engage with Group CIO and Compliance leadership.Oversight & SuitabilityChair the Investment Oversight & Outsourcing Committee, monitor delegated investment functions, and ensure suitability standards are consistently met for HNW and retail clients.Future GrowthWhile oversight is the core mandate, the role has potential to broaden into a CIO-style leadership position as the Dublin hub scales.The Individual Strong background inwealth management, discretionary portfolio management, Investment Advice or financial planningwith proven HNW/retail client exposure. Experience from anasset management or institutional investment environmentis also valued; a blend of both oversight and wealth experience will be highly regarded. Track record ofinfluencing investment direction(asset allocation, portfolio design, fund selection). Governance and oversight expertise with readiness forPCF-30 approval. Board/ExCo credibility, able to influence senior stakeholders and regulators. CFA, CISI Chartered Wealth Manager, PCIAM, or equivalent qualifications.Why This Role?Not Just GovernanceA role that combines oversight with a meaningful say in shaping investment outcomes.Strategic ImpactInfluence the structure and delivery of investment solutions for wealth/HNW clients, with recognition of asset management expertise.Executive VisibilityMember of the ExCo with direct line to MD and Group CIO.Career GrowthOversight today, potential for broader CIO-office leadership tomorrow.Prestigious BrandJoin a trusted, international firm managing billions in client assets.Confidential inquiries welcome.This is a rare opportunity to bring bothgovernance discipline and investment insightinto one of Dublin's most strategically important wealth leadership roles.

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