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Team Head (Wealth Advisory)

Team Head (Wealth Advisory)

Pinnacle Consulting
3-5 Years
  • 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.

More Info

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Industry:
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Key Skills

Accreditation M5

Cross Border Regulations

About Company