Team Lead, Offshore Wealth Management

Tardis Group; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

Tardis Group is seeking a Team Lead for Offshore Wealth Management in Singapore. You will lead a team serving offshore affluent and high-net-worth clients, driving client acquisition, portfolio growth, and revenue across international markets.

You will manage a portfolio, provide holistic wealth planning, and collaborate with investment advisors and product specialists to deliver comprehensive client solutions. CMFAS qualifications are preferred.

Qualifications

• Proven leadership experience in Offshore Banking/Wealth Management.
• Track record in client acquisition, portfolio growth, and revenue generation.
• Experience handling offshore clients across international markets (e.g., North Asia, Greater China, SE Asia).
• Regulatory qualifications such as CMFAS preferred.

Responsibilities

• Lead and coach a team of Offshore Relationship Managers to meet targets.
• Grow AUM and client relationships through strategic market initiatives.
• Oversee performance reviews, development plans, and coaching for team members.
• Collaborate with investment advisors, product specialists, and credit partners to deliver holistic solutions.
• Present business performance updates to senior management.

Skills

Leadership

Client acquisition

Relationship management

Stakeholder management

Communication skills

Education

CMFAS certifications

Job description

We are partnering with a leading international banking institution to hire a Team Lead, Offshore Wealth Management in Singapore.

This role is responsible for leading a team of Relationship Managers serving offshore affluent and high-net-worth clients while driving client acquisition, portfolio growth, and revenue generation across key international markets.

Key Responsibilities

• Lead, coach, and develop a team of Offshore Relationship Managers to achieve and exceed business, revenue, and client acquisition targets.
• Drive the growth and profitability of the offshore banking portfolio through effective sales management and business development initiatives.
• Conduct regular performance reviews, provide coaching, and support the career development of team members.
• Develop and execute market strategies to grow assets under management (AUM), net new money (NNM), and client relationships.
• Manage and grow a personal portfolio of offshore affluent and high-net-worth clients.
• Build strong relationships with clients and provide holistic wealth management and financial planning solutions.
• Collaborate with investment advisors, product specialists, credit partners, and other stakeholders to deliver comprehensive client solutions.
• Monitor market developments, industry trends, and competitor activities to identify business opportunities.
• Ensure adherence to regulatory requirements, compliance standards, and internal policies.
• Prepare and present business performance updates to senior management.

Requirements

• Proven leadership experience managing Relationship Managers within Offshore Banking, Wealth Management, Priority Banking, Premier Banking, or Private Banking.
• Strong track record in client acquisition, portfolio growth, AUM gathering, and revenue generation.
• Experience managing offshore clients across markets such as North Asia, Greater China, Indonesia, Malaysia, or other regional corridors.
• Sound understanding of investment, insurance, wealth planning, and treasury solutions.
• Strong people management, coaching, and stakeholder management skills.
• Excellent communication, relationship-building, and presentation skills.
• Results-driven with the ability to perform in a fast-paced, target-oriented environment.
• Relevant CMFAS certifications and regulatory qualifications preferred.

Why Join

• Lead an established offshore banking team with strong growth potential.
• Access to a broad suite of wealth management and investment solutions.
• Opportunity to work with international affluent and high-net-worth clients.
• Attractive remuneration package with performance-based incentives.