MoneyOwl is Looking to Hire a Head of Advisory

My friends at MoneyOwl (not Providend) would like me to put out a word that they are looking to hire their head of advisory.

The head of the advisory is a key member of MoneyOwl’s senior management team.

The head of the advisory leads the client advisory department in MoneyOwl and is responsible for the company’s overall sales performance as a core revenue centre and the development of the company’s core professional financial advisory service.

Here are the key responsibilities:

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 a 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 a 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

If you feel that you fit the criteria and are up for the challenge, you can apply over here.

Author
Recent Posts

Kyith

Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.

Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.

Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.

You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.

His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.

You can read more about Kyith here.

Share this: