Associate Director - Wealth & Financial Services Consultant

A leading global research and strategy firm is seeking an Associate Director Wealth and Financial Services Consultant to join their expanding practice in Singapore. This role offers a unique opportunity to work with premium brands, banks, insurance firms, and wealth management companies across EMEA and APAC, transforming rich affluent-consumer data into clear, commercially actionable stories that drive client success.

• Work directly with leading banks, insurance firms, and wealth management companies on high-impact strategy projects focused on affluent and high-net-worth consumers.
• Enjoy hybrid working opportunities with three days in the office, allowing you to balance flexibility with collaboration across global teams in Singapore, London, Hong Kong, Dubai, and Shanghai.
• Gain hands-on experience with subscription data platforms and bespoke research while contributing to industry events as an authority on affluent consumer insights.

What you'll do:

• Partner closely with senior directors to scope new business opportunities, shape compelling proposals, and model return on investment for financial services clients.
• Craft engaging narratives that demonstrate how proprietary data platforms address key challenges faced by premium financial services brands.
• Represent the company at client meetings and industry events, positioning yourself as a trusted authority on affluent consumer behaviour.
• Drive growth of the subscription service focused on insights and data for financial services brands by identifying upsell opportunities and nurturing client relationships.
• Deliver post-sales support by translating complex data into actionable stories, strategic workshops, and tailored roadmaps for marketing, CRM, and product teams.
• Lead interactive client workshops and training sessions designed to embed recommendations across multiple departments within client organisations.
• Collaborate with project managers and cross-functional teams to ensure timely delivery of projects within budget while maintaining high satisfaction scores.
• Monitor personal revenue targets and generate repeat business from existing accounts through effective business development activities.
• Ensure visible client action on recommendations by tracking engagement metrics and providing ongoing support throughout implementation phases.

What you bring:

Your extensive background in consulting or analytics within banking or premium financial services will enable you to excel as an Associate Director Wealth and Financial Services Consultant.

• Over eight years’ proven experience in consulting, consumer insights, analytics or solution engineering within banking or premium financial services environments.
• Exceptional consultative skills combined with advanced story-telling abilities for creating engaging presentations and facilitating impactful workshops.
• Demonstrated track record of achieving sales or utilisation targets while managing C-suite relationships across diverse markets.
• Confident public speaker comfortable presenting at workshops and conferences throughout EMEA & APAC regions.
• Collaborative mindset eager to co-create proposals alongside cross-functional teammates from various disciplines.
• Ability to translate complex data into clear commercial narratives that drive actionable outcomes for clients.
• Experience working with subscription-based data platforms or bespoke research solutions tailored to financial services brands.
• Strong interpersonal skills enabling you to build trust-based relationships with clients at all organisational levels.

This organisation stands out as a privately funded leader in global research and strategy for premium brands. With offices spanning Singapore, Hong Kong, Shanghai, Dubai, and London, they offer unparalleled access to international markets and day-to-day exposure to the world’s most prestigious luxury clients. Their approach combines cutting-edge subscription data platforms with bespoke advisory work—placing methodological rigour at the heart of every project.

What's next:

If you are ready to make a meaningful impact in the world of wealth management consulting for premium brands—this is your chance!

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R25129986 Leher Shyam Dewani