Head of Wealth
1 week ago
About Revolut People deserve more from their money. More visibility, more control, more freedom. And since 2015, Revolut has been on a mission to deliver just that. With an arsenal of awesome products that span spending, saving, travel, transfers, investing, exchanging and more, we've helped 40 million customers get more from their money. And we're not done yet.
As we continue our lightning-fast growth, two things are essential to continuing our success: our people and our culture. We've been officially certified as a Great Place to Work in recognition of our outstanding employee experience So far, we have 8,000 people working around the world, from our great offices or remotely, on our mission. And we're looking for more. We want brilliant people that love building great products, love redefining success, and love turning the complexity of a chaotic world into the simplicity of a beautiful solution.
About the role At Revolut, we do Ops differently. Our hyper-talented Operations experts don't just keep things ticking over. They're given the most complex, hard-to-solve problems in the business.Then they create elegant, scalable solutions that keep pace with our ambitious growth plans. Without our Ops team, we'd be following the herd, not leading the pack - and that's a place we never want to be.
We're looking for a Head of Wealth & Trading to join our Revolut Singapore Wealth & Trading team. The vision of the team is to offer a range of wealth and trading products like stock trading, fractional investments, and digital advisory.
You'll work with the Head of Operations in Singapore to establish the operating model with a focus on product due diligence, suitability framework, client engagement, transaction monitoring, and vendor management. You'll also be working with global product teams and growth teams to expand our Wealth & Trading partnerships and client footprint in Singapore.
What you'll be doing
- Creating local policies regarding financial products, customer suitability, and advisory guidelines
- Developing end-to-end product approvals, regulatory filings, and related launches
- Working with Features development and operations to define product requirements and specifications on financial features like margin trading, robo advisory, etc.
- Partnering with the Growth team to drive new and existing customer take-up and financial KPIs
- Designing and iterating all forms of customer engagement touchpoints, such as product materials, FAQs, customer queries, corporate actions, etc.
- Improving customer experience, deploying engagement strategies, and resolving operational issues continuously
What you'll need
- 10 years of experience in financial services and wealth management, specialising in retail investors (e.g. securities, collective investment schemes, brokerage, robo-advisory, etc.)
- An understanding of the dynamics between financial services, consumers, and fintech
- Expertise in broker/dealer operations, advisory guidelines, and local regulations
- Experience working in rapidly scaling companies or environments
- Knowledge of contemporary management frameworks and tools (JIRA, confluence, scrum, etc.)
- CMFAS M1, M6, M6A, or similar certification exams (or a willingness to obtain them) and a willingness to complete additional modules as required by the company's strategy (with study leave and fee reimbursement offered).
- To be a smart, analytical thinker with strong problem-solving skills and a methodical approach
- Fluency in English with excellent communication skills
- To thrive in a fast-paced, collaborative environment
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