Team Manager (Wealth Management)

Overview

We are seeking a driven and entrepreneurial Team Manager to lead, build and grow a team of Wealth Managers. This role is responsible for driving sales performance, developing talent and delivering wealth management services to clients in Singapore.

Key Responsibilities

1. Team Development & Leadership

• Recruit, train and develop a team of Wealth Managers

• Build a high-performance, ethical, and client-centric culture

• Provide mentorship, coaching, and career guidance to team members

• Conduct regular performance reviews and set clear KPIs

2. Sales & Business Growth

• Drive team sales targets across investment products

• Develop and execute business strategies to expand market share

• Monitor pipeline, conversion rates, and productivity metrics

3. Client Advisory & Relationship Management

• Ensure team delivers holistic financial planning (investment & estate planning)

• Support consultants in complex client cases (e.g., HNW clients, business owners)

• Uphold high standards of compliance and advisory practices

4. Training & Capability Building

• Facilitate regular training on products, regulations, and sales techniques

• Partner with internal stakeholders to enhance team capabilities

5. Compliance & Governance

• Ensure adherence to Monetary Authority of Singapore (MAS) regulations and company policies

• Maintain proper documentation and audit readiness

• Promote ethical selling and fair dealing practices

Requirements

• Minimum 2-5 years of experience in financial advisory / wealth management sales

• Proven track record in sales performance and/or team leadership

• Strong understanding of financial products (insurance, investments, wealth planning)

• CMFAS certifications (M5, M8, M9, M9A, HI) preferred/required

• Excellent leadership, communication, and interpersonal skills

• Entrepreneurial mindset with strong drive for growth

Preferred Attributes

• Experience in building and managing a sales team

• Strong network and client base in Singapore

• Ability to coach and inspire individuals from diverse backgrounds

• Results-driven with strong business acumen

Compensation & Benefits

• Competitive commission structure with overrides and bonuses

• Leadership incentives and performance-based rewards

• Structured career progression pathway

• Training and development support

• Flexible working environment