Job Description

Leadership & Team Management

Lead, coach, and inspire a team of Client Advisors to achieve sales and service excellence.
Set clear performance objectives and monitor KPIs to ensure alignment with business goals.
Foster a high-performance culture focused on collaboration, integrity, and continuous improvement.

Client Relationship Management

Build and maintain strong relationships with high-net-worth clients.
Understand clients financial goals and provide tailored wealth management solutions.

Business Development

Compliance & Risk Management

Ensure strict adherence to regulatory requirements and internal policies.
Ensure full compliance with international banking regulations (e.g., FAA, FATCA, CRS).
Proactively manage risks and maintain high standards of governance and ethical conduct.

Cross-functional Collaboration

Work closely with product specialists, investment advisors, and other internal stakeholders.
Deliver holistic financial solutions that meet clients evolving needs.

Job Requirements

Bachelor's degree in Finance, Business Administration, or a related field.
Possess relevant accreditation (M1B, M5, CM-EIP (M6, M8), CM-SIP (M6A, M8A), M9, M9A and HI)
Proven track record of success in wealth management, with at least 5 years of relevant experience, including leadership roles.
Strong understanding of financial markets, investment products, and wealth management strategies.
Excellent communication, interpersonal, and presentation skills.
Ability to thrive in a fast-paced, dynamic environment and lead through change.
Professional certifications such as CFP, CWM, or similar are advantageous.