Head of Wealth Management - Wealth Tech
Our client is an innovative wealth tech start-up dedicated to transforming the financial services industry through cutting-edge technology. They aim to provide personalized and efficient wealth management solutions to our clients, leveraging the latest advancements in fintech.
The Head of Wealth Management will play a crucial role in establishing and leading our wealth management division. This role requires a dynamic leader with a strong understanding of financial markets, exceptional leadership skills, and a passion for integrating technology into financial services. The ideal candidate will drive strategic initiatives, build a high-performing team, and ensure the delivery of top-notch financial advisory services. You will also require to set up the regulatory frameowrk in compliance with MAS requirements,
Key Responsibilities:
Strategic Leadership:
- Develop and implement strategic plans to establish and grow the wealth management division.
- Align wealth management solutions with client needs and business objectives.
- Monitor market trends and adjust strategies to maintain a competitive edge.
Client Relationship Management:
- Cultivate and maintain strong relationships with high-net-worth clients.
- Provide tailored financial advice and solutions to meet clients' financial goals.
- Ensure the highest standards of client service and satisfaction.
Business Development:
- Identify and pursue opportunities to expand the client base and enhance service offerings.
- Develop strategic alliances and partnerships to drive business growth.
- Lead marketing and business development initiatives to promote the firm's wealth management services.
Technology Integration:
- Oversee the integration of advanced technology solutions to enhance operational efficiency.
- Ensure the effective use of CRM systems and portfolio management tools.
- Continuously evaluate and implement new technologies to improve client service and reporting capabilities.
Compliance and Risk Management:
- Ensure compliance with regulatory requirements and company policies.
- Implement risk management strategies to protect client assets and interests.
- Maintain the highest standards of integrity and ethical conduct.
Qualifications:
- Minimum of 10 years of experience in wealth management or financial advisory, with experience in setting up wealth management platform.
- Strong understanding of financial markets, investment strategies, and wealth management products.
- Excellent communication, interpersonal, and leadership skills.
- Proficiency in using CRM systems and portfolio management tools.
- High level of integrity and ethical standards.
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