Finance Director - Wealth Management
(m/f)
Referencia: JN -102025-6871856
Adicionado em 30.10.2025
Sobre os nossos clientes
Our client is a large organization operating in the financial services sector. They are a well-established company with a strong presence in the industry, dedicated to providing comprehensive banking and wealth management services.
Descriçăo da oferta
This position is responsible for delivering high-quality financial services that support strategic decision-making and enhance operational oversight. Acting as a key financial partner to senior leadership, the role aims to drive efficiency, foster synergies, and contribute to the continuous improvement of the global Finance function.
Description
Lead and oversee the local Finance Hub teams, ensuring smooth daily operations and alignment with strategic goals.
Supervise and coordinate the team's activities, promoting a strong corporate culture.
Manage all aspects of people leadership, including performance, development, and team structure.
Drive process optimization, implement robust controls, and ensure compliance with internal policies and external regulations.
Maintain high service standards and foster a culture of continuous improvement.
Contribute to the definition and execution of Finance's strategic roadmap, including the implementation of the Target Operating Model.
Ensure service delivery meets agreed SLAs and maintain strong collaboration with Finance Head Office and other stakeholders.
Support and lead initiatives and projects that impact the Finance platform.
Optimize team structure and resource allocation, ensuring appropriate skill levels and risk mitigation through effective backup planning.
Promote innovation through automation, digital tools, and organizational enhancements.
Uphold the operational permanent control framework and ensure financial data integrity.
Monitor financial performance, including budget preparation, variance analysis, and reporting.
Organize and lead monthly governance meetings to ensure alignment and validation of FTE planning.
Develop dashboards and provide ad-hoc financial insights to senior management.
Maintain close collaboration with local finance teams and actively participate in local governance forums.
Ensure full compliance with local regulatory and operational requirements.
Profile
Master's degree in Finance, Accounting, or Economics.
Minimum of 10 years' experience in Finance, including financial analysis and advisory roles.
Strong understanding of financial systems, tools, and architecture.
Expertise in budgeting, tax, and performance analysis.
Advanced proficiency in Microsoft Excel and other MS Office tools.
Fluent in English, both written and spoken.
Demonstrated leadership skills with the ability to inspire and engage teams.
Strong analytical mindset and results-oriented approach.
Critical thinking and problem-solving capabilities.
Job Offer
Permanent contract with opportunities for professional growth.
Work with a reputable organization in the financial services industry.
Located in the heart of Lisboa, providing a vibrant and accessible work environment.
Engagement in strategic decision-making processes within the banking and financial services department.
O que procuramos
Finance Director; Head of Finance; Finance Manager; CFO
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