MS Corporate Finance Pte Ltd ยท 1 week ago
Vice President of Wealth Management
United States
Full-time
Remote
Director/Executive
20+ years expMS Corporate Finance Pte Ltd is a newly established company focused on developing a wealth management business. They are seeking a Vice President of Wealth Management who will build the underlying structure of wealth management operations and ensure the system is ready to serve real customers before the business scales up.
AdviceConsultingProfessional Services
Responsibilities
Build a complete and operational wealth management system before the business officially launches
Define customer segmentation, service models, and product access and allocation logic
Ensure the system "can immediately serve real customers," not remain at the planning stage
Participate in designing the company's overall asset allocation and product structure framework
Coordinate investment research, risk control, and external resources to ensure product risk matches customer positioning
Establish a clear product life cycle and dynamic adjustment mechanism
Defining core customer journeys and service standards
Establishing a long-term relationship-oriented customer management logic
Ensuring wealth management is driven by "trust and expertise," not "sales"
Deeply participating in the design of wealth management-related compliance and risk control frameworks
Ensuring business development pace and risk control remain consistent
Preventing business expansion from becoming disconnected from risk management
Defining the most critical wealth management indicators in the early stages:
Customer retention
Asset stability
Risk exposure
Service quality
Establishing a mechanism for regular evaluation, review, and strategy adjustment
Providing management with a structured, decision-making-oriented business perspective
The core wealth management system can directly support the first batch of customer services
Product structure, service logic, and risk control framework are clear
The team has a consistent understanding of customer positioning and service boundaries
The wealth management model is tested by real customers and the market
Service processes and asset allocation logic are continuously optimized
Management can judge business quality through data rather than intuition
The wealth management system is replicable and scalable
New customers and new teams can quickly integrate into the existing system
Forming a stable and sustainable asset management capability
Qualification
Required
Over 20 years of experience in wealth management, asset management, or comprehensive financial management
At least one experience of deeply participating in the building of a wealth management business from scratch
Able to clearly answer why certain risk control and service mechanisms must be established in advance
Able to identify which customers and products must be actively abandoned in the early stages
Able to make rational judgments in the face of incomplete information and unverified market conditions
Able to deeply co-create with the founding team, rather than merely acting as a business execution leader
Company
MS Corporate Finance Pte Ltd
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase