Branch Director, Finexis advisory Pte Ltd

•  Manage a team of advisors
• Advisory role to affluent and high net worth individuals locally and in the region
  on their key man and estate planning needs
  

Director – High Net Worth

• Drive the High Net Worth (HNW) business for firm’s advisory teams with a
  focus on investment and legacy creation
• Collaboration with HNW product providers and devise initiatives for firm
• Conduct joint field work with advisers to coach & ensure proper explanation
  of HNW value propositions and solutions
• Grow the regional corporate referral business
• Strategic Alliance with Bank partners and Trust companies for HNW business
• Manage majority of the sales teams with full responsibilities of their
  recruitment and sales targets