Vice President, Family Office Advisory

4 weeks ago

Malaysia GatedTalent - Connecting Top Executive Search Firms And Executives Full time

Key Responsibilities:

The role of the Head,Family Office Distribution & Wealth Advisory is: –

  • To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office.
  • To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team.
  • To lead and motivate a team of Relationship Bankers to provide bespoke investment services and solutions to High Net Worth clients' Financial, Investment and Personal needs.
  • To attract and hire sales, product and advisory talents to establish a wider sales coverage, product sophistication and sound investment advisory for Family Office business mainly to grow customer base and investment AUM.
  • To identify and establish new potential revenue streams and product solutions for Family Office Clients through external and internal partnership.
  • To lead and motivate a team of client Investment advisors to analyze and set investment direction and trends for Family Office together with CIOs and Regional Product Team.
  • To provide solution and advice on processes to ensure a smooth execution of the entire end-to-end business activities of Family Office.
  • To identify and maintain Family Office client experience and service excellence i.e. clients' wealth and no major complaint lead to financial loses and litigation.
  • To anticipate and allocate the optimum manpower resource for Relationship Bankers and investment advisors across nationwide.
  • To monitor and balance the Sales force P&L to ensure greater revenue generation against cost of doing business are sustainable.
  • To establish and develop relationships by providing a high level of bespoke services and solutions for the Ultra High Net Worth clients' Financial, Investment and Personal needs.
  • To assists and improve in business process review to build the business, help close gaps among various stakeholders within Family Office.
  • To comply with all the Rules & Regulations and Code of Conduct guidelines issued by BNM, Securities Commission and Bursa Malaysia.

Key Requirements:

  • At least 5 years in a leadership role in banking or finance industry. managing a nationwide sale & distribution workforce of private bankers / relationship managers / investment advisor.
  • At least 8 – 10 years in a private banker / relationship manager / investment advisory position.
  • At least 3 years in a product or proposition development role
  • Relevant experience in Private Wealth and Family Office.
  • In-depth knowledge in Investment and financial planning.

Other Essential Skills:

  • Able to lead, motivate and inspire staff commitment to achieve business objective.
  • Excellent presentation, interpersonal and communication (written/verbal) skills.
  • Able to influence peers and upward.
  • Good people management skills.
  • Possess strong sales and service skills in handling Ultra High Net Worth Individuals.

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