Senior Wealth Management

1 week ago

Singapore Monee Full time

Overview

Senior Wealth Management & Business Development Specialist - Monee Credit

Act as a person-in-charge for wealth business development and management for one or more countries. Oversees country specific strategies for wealth business in SEA countries.

Responsibilities

  • Pre-launch: market expansion and project management
    • Identify business opportunities and drive the end-to-end product development of digital investment products (including mutual fund, stock trading etc), from ideation, design, partnership, testing, roll-out, to post-launch improvements and iterations
    • Project management, working closely with internal and external stakeholders (product, legal, finance, marketing etc.) to deliver integrated reliable solutions
    • Work closely with regulators, financial institution partners and service providers to deliver integrated reliable solutions
    • Draft business requirement document and work together with product/technical team to launch products, including conceptualization of customer journey, articulation and prioritization of business requirements, review of technical build, user testing and working with relevant external and internal stakeholders to set up operational support
  • Post-launch Product Management
    • Run promotional campaigns and perform quantitative analytics to drive user growth, product adoption rate and identify enhancement points
    • Understand and keep abreast of competitive landscape and market trends and being able to conduct research and analysis on industry and regulations

Requirements

  • Bachelor’s Degree with a minimum of 5 years of relevant working experience in banking, fund management, fintech, or project management
  • Strong interest in digital financial product ideation and design
  • Excellent quantitative analytics skills and stakeholder management skills
  • Demonstrated ability to execute, problem solving, deal with uncertainty, learn fast and manage projects from end to end
  • Excellent verbal and written communication skills to facilitate necessary cross regional communications and collaborations

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Finance and Sales

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

  • Managing Director

    1 week ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    1 week ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • apex wealth manager

    3 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

  • Wealth Manager

    2 weeks ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    2 weeks ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • apex wealth manager

    1 week ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...

  • APEX WEALTH MANAGER

    1 week ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...

  • Wealth Manager

    1 week ago

    Singapore iHarvest Wealth Management Pte Ltd Full time

    **About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...

  • Apex Wealth Management Internship

    4 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and management•...

  • Wealth Manager

    1 week ago

    Singapore Wealth Asia LLP Full time

    Overview As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on...