[ref. o09807101] Head of Business Management, Private Wealth Management
A leading financial institution is looking for a Head of Business Management, Private Wealth Management to drive the strategic, financial, and operational success of its Private Wealth Management Center in Singapore. This is a senior leadership role requiring expertise in private banking operations, business planning, stakeholder engagement, and system management to support high-net-worth clients.
Key Responsibilities: Strategic Planning & Financial Management: Supervises performance managemKey Responsibilities:
- Strategic Planning & Financial Management: Supervises performance management and key meetings related to Private Wealth Management (PWM) operations. Prepares and oversees the annual revenue and expense budget.
- assessments to ensure operational quality and regulatory compliance.
Establishes policies and procedures to guide front-line staff in compliance and best practices.
Manages system requirements to ensure that the infrastructure supports practical operational needs.Ensures that private banking platform operations (account opening, order execution, investment products, settlement, and credit services) run efficiently.
Facilitates communication across departments.
Works closely with headquarters in Taiwan to align Singapore PWM operations with the bank’s broader objectives.
Interacts with senior stakeholders to drive initiatives and maintain strong business relationships.
Assists in promoting and executing credit-related business, likely involving lending and structured financing for private wealth clients.
Operations & System Management: Cross-Functional Coordination & Stakeholder Management: Credit Business Development: Key Qualifications & Skills Required: 10–15 years of experience in project management related to wealth management, ideally with exposure to overseas PWM business models.
Expertise in private banking operations, covering front, middle, and back-office functions, including account opening, investment products, settlements, custodian services, and credit services.Strong communication & organizational skills, especially for engaging with senior stakeholders in Taiwan.
Deep knowledge of PB platforms, ensuring that the Singapore PWM center operates efficiently within the broader Fubon Bank structure.
If you’re ready to lead and shape the future of private wealth management, apply now, send your CV to reggie@talentvis.com.
Alternatively, feel free to share this opportunity within your network.
Please note that only shortlisted candidates will be notified.
Talentvis Singapore Pte Ltd- EA License No: 04C3537 EA Personnel: Reggie Tiongson
- EA No: R1324767