CEO – Single Family Office

Agreus; Birmingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A Family Office based in Birmingham is seeking an experienced CEO with a strong finance background. This senior role involves overseeing operations, managing legal, tax, and accounting functions, and working closely with family principals. The ideal candidate will have proven experience in managing family office operations and possess excellent organisational and communication skills.

Qualifications

• Qualified finance professional or equivalent experience.
• Proven track record in managing operational and administrative functions.
• Experience in strategic planning and implementation.

Responsibilities

• Oversee operations of a Single Family Office in Birmingham.
• Collaborate closely with family principals.
• Manage legal, tax, and accounting functions.

Skills

Organisational skills

Communication skills

Team building

Attention to detail

Discretion and integrity

Education

Degree in finance or related area

Professional finance qualification

Job description

Overview

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