Senior Private Wealth MD | Cross-Border Strategy Leader

Leo Wealth Global; Singapore; On-site; SGD 150,000 - 200,000; Full time

Job summary

Leo Wealth Global is looking for a Managing Director in Singapore to enhance its private wealth management practice. The role focuses on leading client relationships, delivering holistic wealth management advice, and developing business strategies to serve high-net-worth clients.

The ideal candidate will have a strong track record in investment management, extensive experience in private banking, and excellent communication skills. An advanced degree and relevant certifications are preferred. Join a dynamic team in a growth-oriented environment.

Qualifications

• Established book of revenue-producing client relationships.
• Extensive experience in private wealth management or private banking.
• Deep knowledge of investment management and portfolio construction.
• Strong understanding of estate planning and tax considerations.
• Proven leadership in managing advisory teams.

Responsibilities

• Lead and grow a private wealth management practice.
• Serve high-net-worth clients with holistic advice.
• Develop personalized wealth strategies.
• Manage client relationship teams and uphold fiduciary standards.
• Mentor team members and represent the firm in networking settings.

Skills

Client relationship management

Business development

Investment management

Estate planning

Tax planning

Communication skills

Education

Bachelor’s degree in Finance, Economics, Business, or a related field

Advanced degree (MBA) is an advantage

Professional designations such as CFA, CFP, CPA, or STEP

Job description

Leo Wealth Global is looking for a Managing Director in Singapore to enhance its private wealth management practice. The role focuses on leading client relationships, delivering holistic wealth management advice, and developing business strategies to serve high-net-worth clients.

The ideal candidate will have a strong track record in investment management, extensive experience in private banking, and excellent communication skills. An advanced degree and relevant certifications are preferred. Join a dynamic team in a growth-oriented environment.