HEAD, ADVISORY

Job Description

- Together with other members of Senior Management, contribute to the building of the young MoneyOwl Team and its culture so that MoneyOwl can be a game-changer in financial advice for Singapore families in the mass market.
- Participate in the formulation of corporate strategy to shape the unique business model of the company.
- Be responsible for the professional standards, development and morale of MoneyOwl Client Advisers to build a best-in-class fee-based advisory service.
- Be responsible for the company’s business goals, including P&L targets and sales KPIs from advisory practice areas, including insurance, investments and comprehensive planning services .
- Formulate, execute and monitor sales plans and sales campaigns to achieve these goals, P&L targets and KPIs.
- Run the sales/ advisory team comprising more than 15 advisers, its activities, productivity and performance in line with company objectives, business and sales plans.
- Manage an Advisory Support Team and enhance processes for sales management, including insurance application processes and managing of client data through CRM and ERP systems
- Develop training plan and implement the plan, including leveraging internal and external training resources and also conducting some of the sales training.
- Onboarding of new insurance partners.
- Building and maintaining strong and long-lasting relationship with insurance partners and other external stakeholders.
- Conducting Product Due Diligence and maintaining it.
- Ensure that the regulatory environment is well understood and complied with for the entire team.

Work Location (MRT)

Work Location