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Team Lead, Offshore Wealth Management

Team Lead, Offshore Wealth Management

Tardis Group
Fresher
Not Disclosed
  • Posted 4 hours ago
  • Be among the first 10 applicants

Job Description

We are partnering with a leading international banking institution to hire a Team Lead, Offshore Wealth Management in Singapore.

This role is responsible for leading a team of Relationship Managers serving offshore affluent and high-net-worth clients while driving client acquisition, portfolio growth, and revenue generation across key international markets.

Key Responsibilities

  • Lead, coach, and develop a team of Offshore Relationship Managers to achieve and exceed business, revenue, and client acquisition targets.
  • Drive the growth and profitability of the offshore banking portfolio through effective sales management and business development initiatives.
  • Conduct regular performance reviews, provide coaching, and support the career development of team members.
  • Develop and execute market strategies to grow assets under management (AUM), net new money (NNM), and client relationships.
  • Manage and grow a personal portfolio of offshore affluent and high-net-worth clients.
  • Build strong relationships with clients and provide holistic wealth management and financial planning solutions.
  • Collaborate with investment advisors, product specialists, credit partners, and other stakeholders to deliver comprehensive client solutions.
  • Monitor market developments, industry trends, and competitor activities to identify business opportunities.
  • Ensure adherence to regulatory requirements, compliance standards, and internal policies.
  • Prepare and present business performance updates to senior management.

Requirements

  • Proven leadership experience managing Relationship Managers within Offshore Banking, Wealth Management, Priority Banking, Premier Banking, or Private Banking.
  • Strong track record in client acquisition, portfolio growth, AUM gathering, and revenue generation.
  • Experience managing offshore clients across markets such as North Asia, Greater China, Indonesia, Malaysia, or other regional corridors.
  • Sound understanding of investment, insurance, wealth planning, and treasury solutions.
  • Strong people management, coaching, and stakeholder management skills.
  • Excellent communication, relationship-building, and presentation skills.
  • Results-driven with the ability to perform in a fast-paced, target-oriented environment.
  • Relevant CMFAS certifications and regulatory qualifications preferred.

Why Join

  • Lead an established offshore banking team with strong growth potential.
  • Access to a broad suite of wealth management and investment solutions.
  • Opportunity to work with international affluent and high-net-worth clients.
  • Attractive remuneration package with performance-based incentives.

Singapore

Interested candidates may apply directly or contact me for a confidential discussion.

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More Info

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Key Skills

AUM Gathering

Wealth Planning

Portfolio Growth

Investment Solutions

CMFAS Certifications

About Company

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Singapore
Skills:
Private Banking, Premier Banking, Retail Banking, Wealth Management, Financial Planning, Priority Banking, CMFAS qualifications, investment products