Team Manager (Wealth Management)
2 months ago
OverviewWe are seeking a driven and entrepreneurial Team Manager to lead, build and grow a team of Wealth Managers. This role is responsible for drivi.....
Overview
We are seeking a driven and entrepreneurial Team Manager to lead, build and grow a team of Wealth Managers. This role is responsible for driving sales performance, developing talent and delivering wealth management services to clients in Singapore.
Key Responsibilities
1. Team Development & Leadership
Recruit, train and develop a team of Wealth Managers
Build a high-performance, ethical, and client-centric culture
Provide mentorship, coaching, and career guidance to team members
Conduct regular performance reviews and set clear KPIs
2. Sales & Business Growth
Drive team sales targets across investment products
Develop and execute business strategies to expand market share
Monitor pipeline, conversion rates, and productivity metrics
3. Client Advisory & Relationship Management
Ensure team delivers holistic financial planning (investment & estate planning)
Support consultants in complex client cases (e.g., HNW clients, business owners)
Uphold high standards of compliance and advisory practices
4. Training & Capability Building
Facilitate regular training on products, regulations, and sales techniques
Partner with internal stakeholders to enhance team capabilities
5. Compliance & Governance
Ensure adherence to Monetary Authority of Singapore (MAS) regulations and company policies
Maintain proper documentation and audit readiness
Promote ethical selling and fair dealing practices
Requirements
Minimum 2–5 years of experience in financial advisory / wealth management sales
Proven track record in sales performance and/or team leadership
Strong understanding of financial products (insurance, investments, wealth planning)
CMFAS certifications (M5, M8, M9, M9A, HI) preferred/required
Excellent leadership, communication, and interpersonal skills
Entrepreneurial mindset with strong drive for growth
Preferred Attributes
Experience in building and managing a sales team
Strong network and client base in Singapore
Ability to coach and inspire individuals from diverse backgrounds
Results-driven with strong business acumen
Compensation & Benefits
Competitive commission structure with overrides and bonuses
Leadership incentives and performance-based rewards
Structured career progression pathway
Training and development support
Flexible working environment
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