As Head of GEFA Private Wealth Advisory, you will be reporting to the Group Head of High Net Worth. You will provide strategic leadership and governance for GEFA's Private Wealth Advisory (PWA) segment, driving growth, productivity, and client outcomes while maintaining robust MAScompliant practices. You will also lead the HNW propositioncovering holistic wealth planning, protection, investments, and private market solutions, through an integrated model of advisor enablement, portfolio quality, risk management, and client experience.
- Define and own the PWA strategy: HNW value proposition, product shelf, advisory standards, segmenting & coverage.
- Build distinctive client journeys for HNW/affluent personas, with clear discovery frameworks, suitability, and review cadence.
- Partner with Great Eastern product teams to curate approved product shelf with risk ratings, target market statements, and disclosures.
- Execute HNW acquisition and deepening programs (events, referrals, COIs, private client clubs), with eventtosales conversion funnels.
- Strengthen advice quality and client experience, whilst leading capability building and governance across a large FA force.
- Conduct MAS regulated activities, own distribution risk monitoring and governance for GEFA and GE
- Set up a team of experts across Investment and UHNW insurance advisory, recruitment and talent development
- Build high performance sales team and meet financial and customer financial and strategic metrices
- Maintain robust documentation and audit trails for training and performance programs.
- Supports in Annual Business Planning and other Business Management Presentation where required.
