Head of HNW Advisory

Head of HNW Advisory

About the Company

Our client is an established financial services group in Singapore with deep heritage and strong financial fundamentals. They serve clients across the High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) segments with trusted, holistic wealth advisory solutions. Their financial advisers partner closely with global experts across multiple professional domains to co-create bespoke strategies that support clients’ long-term wealth objectives. This is a confidential search, and the client’s identity will be shared with shortlisted candidates.

The Opportunity

This is a senior leadership role for someone who has built HNW advisory businesses before and wants to do it at scale. You will own the strategy, standards and growth of the HNW advisory segment, and lead Singapore’s HNW proposition across wealth planning, protection, investments and private market solutions. You will shape how a large adviser force serves its most valuable clients, with real influence on the business and its culture as part of the leadership team.

Job Description

Our client is seeking a Head of HNW Advisory to provide strategic leadership and governance for the HNW advisory segment. You will drive growth, productivity and client outcomes while maintaining robust practices that comply with the Monetary Authority of Singapore (MAS) regulations. You will report to the senior head of the High-Net-Worth business.

Responsibilities

• Define and own the HNW advisory strategy, including the HNW value proposition, product shelf, advisory standards, and client segmentation and coverage
• Lead Singapore’s HNW proposition across holistic wealth planning, protection, investments and private market solutions, through an integrated model of adviser enablement, portfolio quality, risk management and client experience
• Build distinctive client journeys for HNW and affluent client personas, with clear discovery frameworks, suitability processes and review cadence
• Partner with product teams to curate an approved product shelf, with risk ratings, target market statements and disclosures
• Execute HNW client acquisition and deepening programmes, including events, referrals, centres of influence and private client clubs, with event-to-sales conversion funnels
• Strengthen advice quality and client experience, while leading capability building and governance across a large adviser force
• Maintain robust documentation and audit trails for training and performance programmes
• Support Annual Business Planning and management presentations where required
• As part of the leadership team, work with key stakeholders to proactively shape the organisation’s culture and conduct environment in line with its core values

Requirements

• Bachelor’s degree in business, finance, economics or a related field
• 12 to 15 years of experience in wealth or insurance distribution, private wealth advisory, or bank affluent and HNW segments, including multi-team leadership and governance
• Proven record of building HNW advisory businesses
• Strong command of the Monetary Authority of Singapore (MAS) regulatory environment
• Exceptional stakeholder management, with the ability to influence senior leaders and large adviser populations

Preferred Qualifications

• Master of Business Administration (MBA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or an equivalent qualification

Key Competencies

• Embodies the organisation’s core values in everyday tasks and interactions
• High level of integrity and accountability
• Takes initiative to drive improvements and embraces change
• Takes accountability for business and regulatory compliance risks, and implements measures to mitigate them effectively
• Keeps abreast of industry trends, regulatory developments and emerging risks and technologies, and flags potential concerns to safeguard the business proactively

Why Join This Role

This is a rare chance to lead an HNW advisory segment end to end, from strategy and product shelf to client journeys, adviser capability and governance. You will work within an organisation with deep heritage and strong financial fundamentals, alongside global experts across multiple professional domains. The role carries genuine ownership of the HNW proposition in Singapore and a seat in the leadership team.

Employment Details

Employment Type: Full-Time, Permanent

Location: Singapore

Experience Level: 12 to 15 Years