Job Purpose:

• The Business Manager will support the Chief Executive Officer (CEO) in driving the firm's strategic agenda, enhancing executive effectiveness, and ensuring the effective coordination and execution of key business priorities.
• The role will translate strategic objectives into actionable plans, monitor business performance, coordinate cross functional initiatives, and provide timely, high-quality management information to support informed decision-making.
• Acting as a key link between the CEO and senior management, the Business Manager will promote organisational alignment, accountability, and timely implementation of agreed actions.
• The role will also support strategic projects, business growth opportunities, regional expansion, and operational improvement initiatives that contribute to the firm's competitiveness and sustainable growth.

Roles & Responsibilities

Key Responsibilities:

Strategic Planning and Execution:

• Support the development, refinement, and communication of the firm's strategic priorities, annual business plans, and performance objectives.
• Translate strategic priorities into actionable plans with defined milestones, deliverables, performance indicators, and accountability structures.
• Monitor the implementation of strategic initiatives, identify execution gaps and emerging risks, and recommend corrective actions.
• Prepare strategic progress reports and facilitate management reviews to assess performance against agreed objectives.

Board and Corporate Governance Support:

• Coordination, preparation and submission of Board papers, executive presentations, briefing notes, and supporting documentation.
• Support the CEO in preparing for Board meetings, committee meetings, and strategic planning sessions.
• Maintain records of key decisions, resolutions, and agreed actions, and ensure their implementation.
• Liaise with the Company Secretary and relevant governance personnel to ensure effective coordination, confidentiality, and adherence to established governance arrangements.

Management Information and Business Performance:

• Develop and maintain management reports, dashboards, and performance tracking tools for the CEO and senior management.
• Consolidate and analyse financial and operational information, including profitability, assets under management, business growth, budgets, client activity, and other relevant performance indicators.
• Identify performance trends, budget variances, risks, and opportunities for improvement.
• Collaborate with Finance, Investment Advisory, Operations, Risk, Compliance, and other functions to ensure accurate and timely reporting.
• Conduct financial analysis and scenario modelling to assess the commercial and operational implications of management decisions.

Executive Office Coordination:

• Coordinate the CEO's calendar, meetings, engagements, and business commitments in line with strategic priorities.
• Prepare agendas, briefing notes, presentations, and other materials required for executive engagements.
• Maintain an effective system for tracking decisions, deadlines, deliverables, and outstanding actions.
• Facilitate information flow to and from the CEO's office, ensuring that critical matters are prioritized, addressed, and escalated appropriately.
• Coordinate executive meetings, strategy workshops, and other corporate activities while maintaining appropriate records and confidentiality.

Cross-Functional Coordination and Stakeholder Management:

• Serve as a coordination point between the CEO and senior management across Investments, Finance, Operations, Risk, Compliance, Legal, Technology, Client Coverage, and other functions.
• Facilitate collaboration and alignment on corporate priorities, management decisions, and strategic initiatives.
• Monitor interdepartmental dependencies, follow up on commitments, and escalate delays or implementation challenges.
• Promote accountability, timely communication, and effective resolution of issues while respecting established reporting lines and functional responsibilities.

Special Projects and Strategic Initiatives:

• Provide analytical and project management support for CEO-sponsored initiatives and strategic assignments.
• Conduct research, financial assessments, business analysis, and scenario modelling to support commercial decisions.
• Coordinate project plans, budgets, timelines, deliverables, and progress reporting.
• Support business improvement, operational efficiency, client experience enhancement, product development, distribution expansion, and other growth opportunities.
• Prepare executive-level recommendations and decision papers outlining available options, risks, implications, and proposed actions.

Risk Management and Professional Standards:

• Maintain awareness of the regulatory, fiduciary, conduct, and reputational risks relevant to the wealth management business.
• Ensure compliance with internal policies, governance arrangements, confidentiality requirements, and applicable regulatory obligations.
• Escalate material risks, governance concerns, and execution challenges to the CEO.
• Work with Risk, Compliance, Legal, and other control functions on initiatives with relevant risk or regulatory implications.
• Uphold high standards of integrity, discretion, accuracy, and professionalism.

Academic Qualifications and Work Experience:

• A bachelor’s degree in Finance, Economics, Business Administration, Accounting, Management, Investment Management, or a related discipline.
• A postgraduate qualification or Chartered Institute of Securities and Investments (CISI) professional certification is an advantage.
• Approximately 7–10 years of relevant professional experience in financial services, corporate strategy, management consulting, business management, financial analysis, or a related field.
• Experience supporting senior executives, coordinating strategic initiatives, monitoring business performance, and managing cross-functional priorities.
• Strong exposure to fund management, wealth management, investment banking, or another regulated financial services environment.
• Demonstrated experience preparing executive reports, Board materials, business plans, management presentations, and analytical papers.
• Experience in project management, budgeting, strategic analysis, governance processes, or business development, with regional expansion exposure being an advantage.

Required Skills and Competencies:

• Strategic and analytical capability - Strong business acumen, commercial judgement, critical thinking, research, problem-solving, and the ability to translate financial and operational data into actionable insights.
• Execution and project management - Excellent planning, organization, prioritization, coordination, performance monitoring, and follow-through, with the ability to manage competing deadlines and deliver quality results under pressure.
• Communication and stakeholder management - Strong written and verbal communication, executive report-writing, presentation, relationship management, and influencing skills, including the ability to challenge constructively and secure cooperation without relying solely on formal authority.
• Technical and digital skills - Advanced proficiency in Microsoft Excel and PowerPoint, financial analysis, budgeting, business planning, and performance measurement.
• Familiarity with business intelligence, data visualization, and management reporting tools is an advantage.
• Personal attributes - High integrity, discretion, attention to detail, initiative, accountability, emotional intelligence, professional maturity, adaptability, resilience, and the ability to operate independently while maintaining a strategic, organization-wide perspective.