Team Head (Wealth Advisory)
Pinnacle Consulting- Posted 2 hours ago
- Be among the first 10 applicants
Job Description
About the Company
Pinnacle Consult provides advisory work on wealth management, insurance, wills & trust writing, business consultancy as well as mortgage advisory. We have established partnerships with banks, insurance companies and investment platforms to provide a comprehensive offering in investments, risk management, business continuity and estate planning for both individuals & companies. A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.
About the Role
The role focuses on recruitment and management over a team of Relationship Managers, leading and driving sales performance to achieve overall business objectives.
Responsibilities
- Focus on recruitment and management over a team of Relationship Managers
- Lead and drive sales performance on a team basis to achieve overall business objectives
- Ensure needs-based selling and service compliance in accordance with regulatory and internal audit/security requirements
- Inculcate a high performance culture to attract, develop and retain high performing staff in support of bank's wealth continuum strategy
Qualifications
- Degree with minimum 3 years of relevant wealth management experience
Required Skills
- Strong leadership, interpersonal and people management skills with the ability to relate and manage all levels of staff
- Good networking skills to build partnerships with external business partners
- Strong passion to develop business and grow team
- Strong commitment to risk management and able to foster an effective risk culture
- Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations
- For Singaporean/PR holders only with minimum Degree qualifications.
- Possess relevant accreditation (M5, M8, M8A, M9, M9A & HI)
Pay range and compensation package
A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.
Equal Opportunity Statement
Pinnacle Consult is committed to diversity and inclusivity in the workplace.
