Banking & Financial Services

Head of Investment Advisory

Date Added: 17/07/2017
Consultant: Jasmine Tan
• Head of Investment Advisory
• Major Bank
• Based in Singapore

Our client is an esteemed financial institution with a strong presence in Asia. Due to continuous growth in this region, they seek to hire an experienced banker to lead their investment advisory team to deliver best in class advisory to their wealth management clients.

This is an exciting opportunity for an experienced and enthusiastic banker who is looking to make an impact in the bank’s wealth management investment platform. You will play a key role in building up the strategy for this growing business and cultivate a portfolio-based wealth advisory approach across the bank’s wealth management platform. As a product sales champion, you will partner with the product teams to design, promote and follow up on product campaigns.

Your leadership capabilities, experience and expertise in the wealth management space and strong stakeholder management skills will enable you to lead large teams and work effectively with branch managers, franchise heads, market/team heads and business managers. An outstanding communicator with excellent interpersonal skills, you work effectively across functions and various levels of seniority.

You hold a Degree in Finance/Accountancy/Economics or related discipline and have 10 – 15 years of investment-related/sales experience, strong investment/product/financial markets knowledge and a robust understanding of wealth management products and the local wealth management industry. You have strong project management skills and adopt an extremely hands-on approach in driving and implementing strategic wealth management and process improvements. You keep abreast of industry developments/trends and thrive on identifying business opportunities for the bank.

If you have relevant experience and are energetic, driven and ready to make a difference to the team and organisation, please write in confidence to Jasmine at quoting the job title and ref no. JT12047. We thank you for your interest and will be contacting shortlisted candidates with relevant experience for further discussion.

Registration No: R1101482

Type of Work: Permanent

Region: Singapore

Licence No: 16S8060

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