Managing Director

2 days 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 personalized solutions to clients at every stage of life and wealth. As an independent firm, we are owned and operated by partners who prioritize providing trusted advice, international expertise, and personal commitment to our clients.

Role Description

This is a full-time on-site role as a Director of Private Wealth Management at Leo Wealth in Singapore. The Director of Private Wealth Management will be responsible for business development, managing client relationships, overseeing and executing financial planning strategies, managing wealth management services, and implementing investment, tax, and estate strategies.

The role is for a senior professional with an existing client base and involves working closely with clients to develop personalized financial plans, providing guidance on asset allocation, and ensuring optimal financial outcomes. This role will work closely with the senior partners of the firm, the investment team, and the tax team.

Qualifications

  • Current transferable client base and the ability to develop further business and bring on new clients
  • Experience in financial planning and wealth management services
  • Experience with cross-border clients and comprehensive planning is preferred
  • Strong knowledge of investments, asset allocation, and finance
  • Expertise in tax, insurance, and estate planning
  • Excellent analytical, technical, and problem-solving skills
  • Team player capable of working within a diverse team
  • Ability to develop and maintain client relationships
  • Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred
  • MAS / SEC licensed and related experience are strongly preferred
  • Bachelor's degree in Finance, Economics, or a related field
  • Long-term commitment to Singapore/Asia
Seniority level
  • Director
Employment type
  • Full-time

Referrals increase your chances of interviewing at Leo Wealth by 2x.

Get notified about new Managing Director jobs in Singapore .

#J-18808-Ljbffr

  • Senior Leadership Project Manager

    2 weeks ago

    Singapore beBee**Director** Full time $90,000 - $120,000

    Join the leadership team as a Director of Client Projects and make a lasting impact on our organization.This role is ideal for seasoned professionals with a proven track record of success in leading cross-functional teams and driving business growth. As a Director of Client Projects, you will be responsible for directing the application of existing policies...

  • Senior Program Manager

    1 week ago

    Singapore beBeePROJECT DIRECTOR Full time $150,000 - $200,000

    Project DirectorAbout the Role:This is a leadership position that oversees all aspects of project delivery. As Project Director, you will be responsible for ensuring that projects are completed on time, within budget, and to the required quality standards.Key Responsibilities:Strategic Planning: Develop strategic plans for project delivery, including...

  • Managing Director

    5 days ago

    Singapore SAC ASSOCIATES PRIVATE LTD. Full time

    Managing directors have wide-ranging responsibilities that span **overseeing daily operations, directing resources efficiently, monitoring performance, leading employees and executing strategies for growth** A managing director is **a high-level executive responsible for leading and overseeing the overall operations and business strategy of an...

  • Managing Director

    7 days ago

    Singapore VINUZ MERCHANTS & GROWERS PTE. LTD. Full time

    We are looking for an experienced managing director to oversee business operations and provide strategic leadership. The managing director's responsibilities include developing and implementing strategic plans and company policies, maintaining an open dialogue with stakeholders, and driving organizational success. To be successful as a managing director you...

  • Managing Director

    1 week ago

    Singapore MULTICHAIN PTE. LTD. Full time

    The main responsibility of the general manager is to take charge of the daily business operation and management of the company, sign external contracts and handle business with the authorization of the board of directors; To organize the management team, propose the appointment and removal of deputy general managers, chief economists, chief engineers,...

  • Managing Director

    1 week ago

    Singapore DMJC CONSTRUCTION&ENGINEERING(S) PTE. LTD. Full time

    We are looking for an experienced managing director to oversee business operations and provide strategic leadership. The managing director's responsibilities include developing and implementing strategic plans and company policies, maintaining an open dialogue with stakeholders, and driving organizational success. To be successful as a managing director you...

  • Managing Director

    2 weeks ago

    Singapore NOAH HOLDINGS SINGAPORE PTE. LTD. Full time

    The job description of a Managing Director (MAS licensed representative) typically includes a wide range of responsibilities related to managing and overseeing the operations of a financial institution or a financial services firm. Here are some key aspects of the role: - Strategic Leadership: As a Managing Director, you will be responsible for providing...

  • Managing Director

    4 days ago

    Singapore NOAH HOLDINGS SINGAPORE PTE. LTD. Full time

    The job description of a Managing Director (MAS licensed representative) typically includes a wide range of responsibilities related to managing and overseeing the operations of a financial institution or a financial services firm. Here are some key aspects of the role: - Strategic Leadership: As a Managing Director, you will be responsible for providing...

  • Managing Director

    5 days ago

    Singapore RGF Full time

    **Location**: Singapore **Salary**: Open **Industry**: Consumer Goods & Retail **Sub-industry**: Furniture & Interior **Function**: C-level Executive & Senior Management, C-level Executive & Senior Management **Job Description**: **Our Client**: RGF represents a consumer goods company and one of the largest manufacturers in the world. Their markets:...

  • Director/Executive Director, Relationship Manager

    2 weeks ago

    Singapore Sumitomo Mitsui Financial Group Inc. Full time

    Overview Director/Executive Director, Relationship Manager (Government-Linked Corporates) Corporate Banking SMBC Group is hiring for the role of Director/Executive Director, Relationship Manager (Government-Linked Corporates) Corporate Banking. Responsibilities To develop new to