Team Lead, Offshore Wealth Management – Grow AUM & Client Base

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

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.