Director, Private Wealth Management

3 days ago

Singapore SINGAPORE EXECUTIVE SERVICES PTE. LTD. Full time

Our Client:
Our Client 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:
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
Ideal candidate will have experience with cross-border clients and comprehensive planning
Strong knowledge of investments, asset allocation, and finance
Expertise in specialized areas including tax, insurance and estate planning
Excellent analytical, technical and problem-solving skills
Team player who can work 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
Must-have qualifications:
Are you comfortable commuting to this job's location?
Ideal answer: Yes
How many years of work experience do you have with Private Wealth Management?
Ideal answer: 10
Do you currently develop and maintain private client relationships and have direct experience managing a book of clients?
Ideal answer: Yes
Are you directly managing a transferable book of private clients and a discretionary AUM of at least 50 mil USD?
Ideal answer: Yes
Preferred qualifications:
Do you have a secondary credential (MBA, CFA, CFP, TEP, CPA, CAIA, Insurance etc.)?
Ideal answer: Yes
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