Senior Wealth Management

4 weeks ago


Singapur, 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

  • Singapur, Singapore Wellington Management Company Full time

    Head of APAC Wealth Management Apply Locations: Central Singapore, Singapore Time Type: Full Time Posted On: Posted 3 Days Ago Job Requisition ID: R91220 About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return...


  • Singapur, Singapore Wealth Management Institute (WMI) Full time

    About the Wealth Management Institute (WMI) Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI provides a comprehensive suite of...


  • Singapur, Singapore Wealth Management Institute (WMI) Full time

    About Wealth Management Institute (WMI) Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI provides a comprehensive suite of...


  • Singapur, Singapore DBS Bank Full time

    Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank 3 months ago Be among the first 25 applicants Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Who You Are Who You AreYou have our customers’ best interests at...


  • Singapur, Singapore Syfe Full time

    Overview Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as...


  • Singapur, Singapore DBS Bank Full time

    Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group Join to apply for the Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group 3 months ago Be among the first 25...


  • Singapur, Singapore Apollo Global Management, Inc. Full time

    Director, Global Wealth Management Solutions, Southeast Asia Position Overview We are seeking a highly driven distribution candidate to represent Apollo in the Southeast Asia (SEA) Global Wealth channel. The candidate will join a fast-paced environment as a member of Apollo’s Global Wealth Management APAC team in our Singapore office. This role will...

  • Senior Wealth Advisor

    3 weeks ago


    Singapur, Singapore Syfe Full time

    About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team...


  • Singapur, Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning and...


  • Singapur, 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...