The Principal, Private Wealth plays a critical leadership role in defining and executing ARM’s private wealth strategy across the ARM subsidiary businesses at the regional level. This role is accountable for growing asset under management, managing relationships with High Networth (HNW), Ultra High Networth (UHNW) clients, and Family Offices, and delivering customized solutions in financial planning, private wealth management, securities brokerage, and estate planning. The role oversees multiple teams of Private Wealth Advisors, ensuring consistent delivery of world-class service, disciplined sales execution, strong client relationship management and collaboration with internal teams. The successful candidate is responsible for setting and executing regional sales strategy, establishing performance targets, allocating resources effectively, and ensuring that the business achieves sustainable growth in assets under management (AUM), revenue, and client satisfaction across the private wealth business. The ideal candidate must have strong leadership capabilities, and a solid track record in serving high-value clients
Job Details
Strategic Leadership & Regional Oversight
- Develop and implement regional sales and business development strategies in alignment with the Group’s growth agenda
- Set regional performance targets and ensure their achievement through disciplined execution and continuous performance management
- Allocate resources (people, budgets, and tools) to optimize coverage efficiency and client service quality
- Monitor market trends and client behaviour to refine strategies and identify emerging growth opportunities Assets and Revenue Growth
- Drive asset and revenue growth through new client acquisition, client retention, and shareof-wallet expansion
- Identify and capitalise on cross-selling opportunities for financial products and services
- Oversee origination of new business opportunities through targeted engagement, partnerships, and strategic initiatives
- Support Relationship Managers and Advisors in developing customised proposals and investment recommendations
- Strengthen ARM’s market positioning through thought leadership, industry participation, and client advocacy.
Client Relationship Management
- Champion a culture of exceptional client experience, ensuring high-touch relationship management and proactive client engagement
- Guide teams to translate client needs into bespoke investment and wealth planning solutions
- Ensure consistency and excellence in service delivery, portfolio review cadence, and client communications Investment Advisory & Product Alignment
- Collaborate with portfolio management, research, and product development teams to ensure regional teams have access to suitable investment offerings
- Provide market insights and client feedback to inform product design and service enhancements
- Oversee the advisory framework to ensure suitability, diversification, and adherence to client risk profiles People Leadership & Team Development
- Lead, coach, and inspire teams of Relationship Managers and Advisors to achieve individual and business goals
- Foster a high-performance, client-centric culture with clear accountability and recognition
- Identify skill gaps and champion professional development and succession planning
- Promote collaboration and knowledge sharing across teams and regions Governance, Reporting & Compliance
- Maintain oversight of client pipelines, performance metrics, and regional dashboards
- Ensure compliance with internal policies, ethical standards, and regulatory requirements
- Provide periodic performance and strategic updates to leadership
Requirements
COMPETENCIES, SKILLS & ABILITIES
- Proven leadership and people management capabilities
- Strong business development and origination skills
- Deep understanding of wealth management, investment advisory, and financial planning Strategic and analytical thinking with commercial acumen
- Excellent communication, influencing, and relationship-building skills
- Strong organisational and execution discipline
- High professional ethics, integrity, and discretion
QUALIFICATION & EXPERIENCE
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- MBA or relevant professional certification (e.g., CFA, CFP, CIS, ACCA) is an advantage
- Minimum of 15 years of progressive experience in private banking, wealth management, or investment advisory
- Demonstrated success in leading large teams and managing regional or multi-segment portfolios
- Proven record of delivering business growth and cultivating long-term client relationships
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