VP/Director, SEA Private Wealth & Intermediary Distribution

CFA Institute; Singapore; On-site; SGD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation

Career progression

Strong brand recognition

Job summary

CFA Institute is seeking Vice President and Director-level sales professionals to drive growth across private banking and intermediary channels in Southeast Asia. You will leverage established relationships with private banks, wealth platforms, and financial intermediaries to expand assets and revenue for a global investment platform.

The role requires seven-plus years in asset management or wealth management, with a strong network in Southeast Asia and a track record of successful business

Qualifications

• Minimum 7 years of experience in asset management, private banking or wealth management.
• Demonstrated success in distribution and business development across private banks and intermediaries.
• Strong relationships with private banking and wealth management platforms in Southeast Asia.
• Proven ability to raise assets and grow revenues through partnerships.

Responsibilities

• Develop and execute sales strategies across private banks and intermediary channels in Southeast Asia.
• Grow assets under management and revenue through existing relationships and new business development.
• Identify and secure new distribution opportunities, including platform onboarding and partnerships.
• Build and maintain a robust sales pipeline with accurate activity tracking and reporting.
• Lead client meetings, investment presentations, and portfolio reviews.
• Coordinate with product, marketing, client service and compliance teams to support growth.

Education

Bachelor's degree (Finance/Business/Economics)

CFA qualification advantageous

Job description

CFA Institute is seeking Vice President and Director-level sales professionals to drive growth across private banking and intermediary channels in Southeast Asia. You will leverage established relationships with private banks, wealth platforms, and financial intermediaries to expand assets and revenue for a global investment platform.

The role requires seven-plus years in asset management or wealth management, with a strong network in Southeast Asia and a track record of successful business