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    • Wealth Advisory Lead at TeamAce Limited

    Posted: Jun 16, 2026
    Expires: Not specified
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  • At TeamAce, we help businesses across different industries thrive. We work with businesses to create their desired change by getting the right people, designing bespoke business processes, leveraging data, applying insights and technology. We combine our expertise and take different bespoke approaches to solve different business challenges because we believe...

    View All Jobs at TeamAce Limited


     

    Wealth Advisory Lead

    Job Summary

    • As the Wealth Advisory Lead, you will be responsible for leading the wealth advisory team, driving assets under management (AUM) growth, managing high-value investor relationships, and executing client acquisition strategies to support business growth.

    Responsibilities

    • Lead and develop the Wealth Advisory team to achieve individual and collective AUM growth targets
    • Manage relationships with high-net-worth individuals (HNIs) and institutional investors while driving client acquisition initiatives
    • Develop and implement investor engagement strategies, referral programs, and wealth management solutions
    • Monitor team performance, pipeline activities, and AUM growth while providing regular reports to executive management
    • Ensure compliance with KYC requirements, SEC regulations, and internal governance standards

    Requirements

    • Bachelor's Degree in Finance, Economics, Business Administration, or a related field; MBA, CFA, CISI, or other relevant professional certifications are an added advantage
    • Minimum of 5 years' experience in wealth management, investment advisory, private banking, asset management, or financial services, with at least 2 years in a leadership role
    • Proven track record of building and managing a significant Assets Under Management (AUM) portfolio
    • Strong knowledge of investment products, capital markets, fixed income instruments, and regulatory requirements
    • Excellent leadership, relationship management, business development, and stakeholder engagement skills.

    Check how your CV matches this job

    Method of Application

    Interested and qualified? Go to TeamAce Limited on docs.google.com to apply

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