Team Lead - Private Wealth
Core
Lead the Private Wealth team to drive client acquisition, scale a frontline team of Relationship Managers, and deliver AUM growth for High-Net-Worth Individuals and Family Offices.
Role type
Senior Team Lead, Private Wealth (Player-Coach)
Builds
Private wealth advisory services and multi-asset investment solutions for HNWIs and Family Offices
Domain
Wealth Management / Private Banking / Financial Services
Deliverable
client delivery
Required skills
Client acquisition and business development, Team recruitment and scaling, Performance management and coaching, Compliance and regulatory adherence, Strategic partnership building, Complex client onboarding
Preferred skills
CFA or CFP certification, Mandarin language proficiency
Technologies
N/A
Responsibilities
Originate and acquire new HNWIs, Family Offices, and SME clients to accelerate AUM growth; Recruit, onboard, and coach a new team of Relationship Managers and Assistant RMs; Provide strategic guidance and frontline support for complex client onboarding and large AUM transitions; Ensure team compliance with MAS regulations, AML/KYC standards, and risk frameworks.
Seniority
Senior, hands-on IC with leadership responsibilities