AVP/VP, Wealth Management

Maybank; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading financial institution is looking for an AVP/VP in Wealth Management to provide segment support in Singapore. This role involves tracking sales performance, preparing management reports, and collaborating with various stakeholders. An ideal candidate should possess a degree and have at least 5 years of experience in a middle office role. Strong strategic planning and management skills are essential. The position offers an opportunity to contribute to the growth of wealth management initiatives.

Qualifications

• 5+ years of experience in a middle office role.
• Motivated self-starter who can work with minimal supervision.
• Collaborative leadership skills in managing and engaging stakeholders.

Responsibilities

• Track and generate bi-weekly sales dashboards.
• Prepare monthly management reports.
• Track monthly profit & loss of the segment to identify improvements.
• Manage weekly management meetings and monthly business reviews.
• Develop segment strategies and manage follow-up actions with stakeholders.
• Support Wealth Management teams in projects and initiatives.
• Provide administrative support if needed.

Skills

Strategic-Planning

Report-Writing

Management

Education

Degree

Job description

Job Description

The AVP/VP, Wealth Management – Strategy & Business Management, plays a key role in providing segment support for Wealth Management Singapore.

Job Responsibilities

• Tracking and generation of bi-weekly sales dashboards
• Preparations of monthly management reports
• Tracking of monthly profit & loss of the segment, highlighting areas for improvements or cost management
• Managing the weekly management meetings, monthly business review with Head Wealth Management and quarterly business review with Head Community Financial Services
• Develop segment strategies and manage follow-up actions with stakeholders such as segment sales heads, business heads, product teams, marketing and channel distribution
• Supporting the Wealth Management Singapore teams in projects and initiatives (where applicable)
• Administrative support (if needed)

Job Skills

• Strategic-Planning
• Report-Writing
• Management

Job Requirements

• Degree holder with at least 5 years’ experience in middle office role
• Motivated self-starter who can work with minimal supervision
• Collaborative leadership skill sets in managing and engaging various stakeholders. Please note only shortlisted candidates will be notified.