LEAD, CLIENT ADVISORY

Job Description

- Build up a growing MoneyOwl advisory team so that MoneyOwl can be a game-changer in financial advice for Singapore families in the mass retail market.
- Be responsible for the development of professional standards, and to build a best-in-class fee-based advisory service.
- Coaching the Client Advisers to ensure a high quality of advice.
- Identify skills & knowledge gaps and work with Head of Advisory to come out with a Training Plan for the Client Advisers.
- Work with Head of Advisory to formulate, execute and monitor sales plans and sales campaigns to achieve company goals, P&L targets and KPIs.
- Run the advisory team comprising about 6 advisers, its activities, productivity and performance in line with company objectives, business and sales plans.
- Collaborate with colleagues from other departments to ensure smooth daily operations for the Advisory team.
- Manage your own base of clients, advising across MoneyOwl's spectrum of services (namely Insurance, Investment, Wills, Comprehensive Financial Planning). 

Work Location (MRT)

Work Location