Chief Executive Officer – Investment
Vor 4 Tagen
Lead a diversified portfolio with long-term strategic growth
- Influence and drive the future of a well-established family office with significant assets.
- Lead investment strategies, asset diversification, and next-generation succession planning.
- Work closely with an engaged board to optimise performance and long-term sustainability.
With deep roots in investment, property, and wealth management, this family office has evolved into a diversified, multi-entity enterprise. Grounded in a legacy of strategic decision-making, it has built a strong foundation in commercial property, share investments, managed trusts, and partnerships across multiple sectors.
The group balances a long-term, measured risk approach with an entrepreneurial mindset, ensuring stability while capitalising on high-value opportunities. With a generational transition underway, the business is entering an exciting new phase—one that requires strong leadership, financial acumen, and a deep understanding of investment strategy.
About the Role
You are stepping into a role that offers both legacy and opportunity—leading an established, multi-entity family office with a strong investment foundation while shaping its future. This is a career-defining opportunity for a strategic leader who thrives on driving growth, optimising investments, and ensuring long-term sustainability.
As CEO, you will have the autonomy to refine and execute a vision that balances stability with strategic expansion. Your focus will be on maximising returns, diversifying assets, and strengthening governance while guiding the next generation of family leadership.
You will be the trusted advisor to the board, translating insights into action, driving investment performance, and ensuring that governance and risk frameworks support long-term success. You'll work closely with key stakeholders—including family members, investment partners, and external advisors—to ensure alignment, transparency, and future-proof decision-making.
Your leadership will extend beyond strategy—you will cultivate a high-performance culture, ensuring operational excellence while mentoring and preparing the next generation for leadership. You will be the face of the business, building external relationships and identifying new opportunities that align with the group's long-term objectives.
This is a rare opportunity to take the helm of an established investment group, blending financial expertise, operational leadership, and stakeholder management to ensure enduring success. If you are ready to bring your vision, leadership, and expertise to a multi-generational family office, this role is yours to shape.
About You
You are a seasoned executive with a proven track record in managing complex investment portfolios within a low to medium risk framework, experience mentoring colleagues and developing high-performing teams, and navigating the unique dynamics of a family office or private investment group. You thrive in environments that require both strategic vision and hands-on execution.
You will bring:
- Extensive experience in investment management, property development and asset management, or diversified financial portfolios.
- A commercial mindset with the ability to identify, assess, and execute high-value investment opportunities, with a track record of delivering sustainable returns.
- Strong governance and financial leadership to ensure the operational infrastructure, policies and reporting are best in class for the next generation.
- The ability to engage, influence, and mentor multiple stakeholders, including family board members and external partners. You will be known for your measured, calm, and emotionally intelligent leadership style.
For further information please apply via the role advert or contact Fiona Cochran or Tiffany Cording with any specific questions: tiffanyc@areteexecutive.com.au or Mob: 0402 096 622. You must have unrestricted working rights in Australia to apply. As part of the process pre-employment checks will be conducted.#J-18808-Ljbffr
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