Managing Director - Private Wealth Management

Company Description LEO Wealth is an independent fiduciary wealth management and multi family office firm serving individuals, families, family offices, business owners, and global citizens. As fiduciaries, we provide holistic, personal advice across investments, tax planning and preparation, estate and cross-border planning, insurance, and broader wealth management needs. Our teams think globally and work locally, helping clients preserve and grow wealth through each stage of life with trusted advice, transparent relationships, and a long-term focus. We are seeking client facing professionals in both Hong Kong and Singapore as we expand.

Role Description The Managing Director, Private Wealth Management is a senior advisory and business development role for an accomplished client adviser or relationship manager with an established, fee-based client base. This individual will join LEO Wealth to grow a practice supported by the firm's comprehensive wealth management and multi-family office capabilities, including investments, tax planning and preparation, estate and cross-border planning, insurance, and related advisory services.

This role is responsible for leading and growing a private wealth management practice, including winning and serving high-net-worth and ultra-high-net-worth clients and delivering coordinated, holistic advice. The Managing Director will help clients align their investment portfolios with their values, risk tolerance, and long-term objectives, while integrating tax considerations, estate planning priorities, legal protections, and risk management into a cohesive strategy. The role also includes leading client relationship teams, setting business development priorities, and upholding the highest standards of fiduciary care and regulatory compliance.

Day-to-day, the Managing Director will lead client and prospect meetings, develop personalized wealth strategies, and coordinate closely with internal investment, tax, insurance, and planning specialists to deliver advice that is specific to each client's needs. The role requires ongoing attention to portfolio structure, planning opportunities, and cross-border considerations, as well as proactive relationship management and business development. The Managing Director will also contribute to the firm's regional growth, mentor team members, and represent LEO Wealth in professional and networking settings.

Qualifications

·      An established book of revenue-producing client relationships, ideally built around fee-based discretionary or advisory wealth management and integrated tax or planning services.

·      Extensive experience in private wealth management, private banking, or a related advisory environment, with a strong track record serving high-net-worth and ultra-high-net-worth clients.

·      Deep knowledge of investment management, asset allocation, and portfolio construction, including multi-asset and cross-border strategies.

·      Strong understanding of estate planning, tax considerations, and insurance solutions relevant to international and regional clients.

·      Proven leadership experience in building, managing, and mentoring advisory or relationship management teams.

·      Demonstrated success in developing and executing business development strategies, including originating and converting new client opportunities.

·      Excellent relationship-building, communication, and negotiation skills, with the ability to explain complex concepts clearly and confidently.

·      Thorough understanding of regulatory requirements and compliance standards in Singapore and relevant international jurisdictions.

·      Bachelor's degree in Finance, Economics, Business, or a related field; an advanced degree such as an MBA is an advantage.

·      Relevant professional designations such as CFA, CFP, CPA, or STEP are highly desirable.

·      Experience working in or alongside multi-jurisdictional wealth management platforms and cross-border client structures is preferred.