Market Head/ Regional Head, Private Bank

PERSOL; Santo Niño 1st; A distancia; PHP 11.271.000 - 18.785.000; Jornada completa

Descripción de la vacante

PERSOL is seeking a Market Head / Regional Head to lead financial planning operations across Singapore and Hong Kong. You will drive strategy, build high-performing teams, and manage P&L for the region while delivering exceptional client outcomes.

The role requires deep market knowledge, strong leadership, and a track record in revenue growth and operational excellence. This is a senior, globally oriented position with significant stakeholder accountability.

Formación

• 15+ years of experience in financial planning, wealth management, or related financial services sectors.
• Proven track record of leading teams and managing P&L regionally.
• Strong business development and sales acumen with revenue growth
• Deep understanding of Singapore or Hong Kong financial planning markets and regulatory landscape
• Excellent leadership and people-management capabilities
• Strategic thinking with strong analytical and problem-solving skills

Responsabilidades

• Develop and execute market strategy and business plans to drive revenue growth in Singapore River Central Region
• Build and mentor a high-performing team of financial planning professionals
• Oversee regional office operations, including financial management and performance metrics
• Establish partnerships with key stakeholders to enhance market presence
• Manage client relationships and ensure exceptional service delivery
• Monitor market trends to identify opportunities for growth and differentiation
• Ensure regulatory compliance and governance across operations
• Report regional performance to senior management and support strategic planning
• Lead business development initiatives to expand client base and introduce new solutions
• Foster a culture of innovation and continuous improvement

Conocimientos

Strategic Leadership

P&L Management

Business Development

Team Leadership

Educación

Bachelor's degree in Finance or related field

CFP/CFA desirable

Descripción del empleo

About the role

As a Market Head / Regional Head, you will lead financial planning operations in Singapore / Hong Kong, driving strategic growth, operational excellence, and market expansion within the financial planning sector. You will be responsible for establishing market presence, building high-performing teams, and delivering exceptional client outcomes whilst managing P&L responsibilities for the region.

Key responsibilities

• Develop and execute comprehensive market strategy and business plans to drive revenue growth and market share expansion in the Singapore River Central Region

• Build, lead, and mentor a high-performing team of financial planning professionals, fostering a culture of excellence and continuous development

• Oversee all operational aspects of the regional office, including financial management, resource allocation, and performance metrics

• Establish and nurture strategic partnerships with key stakeholders, clients, and complementary service providers to enhance market presence

• Manage client relationships and ensure delivery of exceptional service quality that drives client satisfaction and retention

• Monitor market trends and competitive landscape to identify opportunities for business development and differentiation

• Ensure compliance with regulatory requirements and internal governance standards across all operations

• Report on regional performance to senior management and contribute to overall company strategic planning

• Lead business development initiatives to expand the client base and introduce new financial planning solutions

• Foster a culture of innovation and continuous improvement within the team

About you

• Minimum 15+ years of experience in financial planning, wealth management, or related financial services sectors

• Proven track record of successfully leading teams and managing P&L in a regional or market capacity

• Strong business development and sales acumen with demonstrated ability to grow revenue streams

• Comprehensive understanding of the Singapore or Hong Kong financial planning market, regulatory environment, and competitive landscape

• Excellent leadership and people management capabilities with experience in talent development and team building

• Strategic thinking with strong analytical and problem-solving skills

• Exceptional client relationship management and stakeholder engagement experience

• Proven ability to drive operational efficiency and implement process improvements

• Bachelor's degree in Finance, Business Administration, Economics, or related field

• Professional qualifications such as CFP (Certified Financial Planner), CFA, CACS or equivalent financial services certifications are highly desirable