FVP/VP, Senior Team Head, PVO
- Singapore
- Permanent
- Full-time
- 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.
- Build and maintain strong relationships with high-net-worth clients.
- Understand clients’ financial goals and provide tailored wealth management solutions.
- Drive acquisition of new clients and grow assets under management (AUM).
- Collaborate with marketing and product teams to execute targeted campaigns.
- 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.
- Work closely with product specialists, investment advisors, and other internal stakeholders.
- Deliver holistic financial solutions that meet clients’ evolving needs.
- 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.