Executive Director, UHNW Client Advisor
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Executive Director, UHNW Client Advisor
About the Role
Greater Singapore, Singapore Area
The Company is seeking an Executive Director, UHNW Client Advisor for the SEA Market. This role is pivotal in supporting and managing all aspects of client relationships, with a focus on the Singapore, Malaysia, Indonesia, and Thailand markets. The successful candidate will be responsible for operating in both banker and investor capacities, handling account inquiries, and delivering strategic messages to their portfolio. A key aspect of the role is to develop and maintain long-term relationships, ensure compliance with regulatory and internal policies, and work with various teams to meet the company's business and sales agenda. Applicants must have a Bachelor's degree, a minimum of 10 years' experience in the wealth management space, and a proven track record in client acquisition, particularly in the SEA market. Strong knowledge of wealth management business, including compliance, risk, and regulatory frameworks, is essential. The role requires a dynamic team player with strong interpersonal skills, the ability to engage multiple stakeholders, and a willingness to travel frequently. Preferred qualifications include local regulatory certifications and licenses. The ideal candidate will be a self-motivated individual who can work with a strong sense of urgency and is comfortable working with and reporting to senior management.
Functions:
- Sales/Revenue
- Finance
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+
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