Lead, Wealth Advisory & AUM Growth

TECH AALTO PTE. LTD.

Singapore
8-12+ years in wealth management
Proven track record in client acquisition
Deep knowledge of financial products
The role involves leading a hands-on player-coach team to manage and mentor advisory talent while maintaining top-tier client relationships

Job Summary

  • The role involves leading a hands-on player-coach team to manage and mentor advisory talent while maintaining top-tier client relationships.
  • You will design a hybrid advisory model that delivers personalized experiences for high-net-worth clients and scales services via technology.
  • The position requires driving AUM growth, defining end-to-end HNW strategy, and collaborating with product teams to digitize advisory services.

Matching Summary

Match Score: 85

The role involves leading a hands-on player-coach team to manage and mentor advisory talent while maintaining top-tier client relationships.

Skills & Requirements

Must-have

  • 8-12+ years in wealth management
  • Proven track record in client acquisition
  • Deep knowledge of financial products
  • Experience leading advisory teams
  • Builder mindset for scaling models

Nice-to-have

  • Familiarity with digital advisory platforms
  • Interest in fintech or start-ups
  • Long-term client-first approach
  • Strong commercial instincts

Key Requirements

  • 8-12+ years experience in wealth management
  • MAS licensing eligibility in Singapore
  • Demonstrated experience leading teams
  • Ability to independently originate opportunities

Work Rights

Not specified

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