Wealth Advisory Director — Singapore (or APAC)

Tech Aalto Pte Ltd; Singapore; On-site; SGD 280,000 - 480,000; Full time

Job summary

Tech Aalto Pte Ltd in Singapore seeks a Wealth Advisory Director to lead the advisory function, mentoring a hands-on team and maintaining top-tier client relationships across the APAC region.

This role will shape a hybrid advisory model delivering personalised experiences for HNW clients while translating advisory into scalable, tech-enabled journeys. You will collaborate with product and engineering to drive growth, governance, and regulatory compliance.

Qualifications

• 8–12+ years in wealth management or advisory roles.
• Proven track record in client acquisition and AUM growth.
• Deep knowledge of markets, products, and portfolio construction.
• Experience leading teams and driving strategic initiatives.
• Builder mindset to scale advisory models via technology.
• Strong commercial instincts with a client-first approach.
• Familiarity with digital advisory platforms and fintech/startups.
• Licenses or MAS eligibility is a plus.

Responsibilities

• Lead and mentor advisory team; maintain regulatory compliance.
• Originate and grow high-net-worth relationships.
• Define end-to-end HNW strategy and collaborate with product/engineering to digitise advisory.
• Engage senior stakeholders to align product, compliance, and commercial priorities.
• Drive AUM growth and governance across advisory processes.

Skills

Wealth management

Relationship management

Team leadership

Business development

Financial analysis

Job description

Wealth Advisory Director — Singapore (or APAC)

Wealth Advisory Director — Singapore (or APAC)

We are partnering with our client is building the future of wealth management team. Our client is a fast-growing digital wealth platform, trusted with significant assets and focused on changing how people across Asia ‑ Pacific build wealth through a holistic, digital-first approach.

Role summary

We are seeking a Wealth Advisory Director to lead the advisory function as a hands ‑ on player ‑ coach: managing and mentoring a team while remaining actively engaged in top ‑ tier client relationships. This role operates at the intersection of client leadership, advisory, and platform development—shaping how we serve both mass affluent and high ‑ net ‑ worth clients at scale and driving strategic growth across the APAC region. You will design a hybrid advisory model that delivers deeply personalised experiences for HNW clients and translates advisory into scalable, tech ‑ enabled journeys for the next generation of investors.

Key responsibilities

• Team leadership & governance: Mentor and develop advisory talent, raise advisory quality standards, and ensure operations comply with regional regulatory requirements.
• Hands ‑ on client advisory: Originate and grow high ‑ net ‑ worth relationships; serve as a trusted advisor to a select portfolio of clients through proactive business development and high ‑ quality investment advice.
• Strategic growth & platform scalability: Define end ‑ to ‑ end HNW strategy and business plans; collaborate with product and engineering teams to digitise and scale advisory services for the mass affluent segment.
• Stakeholder engagement: Influence senior leadership and cross ‑ functional stakeholders to align product, compliance, and commercial priorities.
• Performance & governance: Drive AUM growth, monitor portfolio performance metrics, and embed governance and risk controls across advisory processes.

Key Requirement

• 8–12+ years in wealth management, investment advisory, or client ‑ facing/sales roles with substantial exposure to HNW clients.
• Proven track record in client acquisition and AUM growth; ability to independently originate opportunities.
• Deep knowledge of markets, financial products, and portfolio construction; able to engage in sophisticated investment discussions.
• Demonstrated experience leading teams and driving strategic initiatives.
• Builder mindset: motivated to create new advisory models and scale them via technology.
• Strong commercial instincts coupled with a long ‑ term, client ‑ first approach.
• Familiarity with digital advisory platforms and interest in fintech or start ‑ ups.
• Licenses or eligibility under relevant financial adviser regulation in the region (e.g., MAS licensing in Singapore) is a plus.

Confidentiality is assured, and only shortlisted candidates will be notified for interviews.