Associate Director – Financial Services Consulting

A leading global research and strategy consultancy is seeking an Associate Director to join their expanding Wealth & Financial Services Practice in Singapore. This role offers the unique opportunity to work with world-renowned luxury and premium brands, transforming rich affluent-consumer data into clear, commercially actionable stories that drive business growth and client success.

• Work directly with leading banks, insurance firms, and wealth management companies on their affluent and high-net-worth strategy needs, providing critical insights that influence marketing, CRM, and product teams.
• Enjoy a flexible hybrid working arrangement with exposure to global offices in Singapore, Hong Kong, Shanghai, Dubai, and London while collaborating with cross-functional teams on high-impact projects.
• Benefit from performance bonuses and commissions as you help grow subscription services focused on financial services brands and deliver workshops that embed recommendations across client organisations.
  
  

What You'll Do

• Partner with senior directors to scope new opportunities for financial services clients by shaping proposals that clearly demonstrate return on investment.
• Craft compelling narratives using affluent consumer data to show how financial services brands can solve their most pressing challenges.
• Speak at client and industry events to position the company as an authority on affluent consumers within the financial sector.
• Drive growth of subscription services focused on insights and data for financial services brands by identifying upsell opportunities and supporting business development initiatives.
• Translate complex data sets into insightful stories, workshops, and strategic roadmaps that guide clients towards actionable outcomes.
• Lead client workshops and training sessions designed to embed recommendations across marketing, CRM, and product teams for maximum impact.
• Collaborate with project managers and cross-functional teammates to ensure timelines, resources, and budgets are managed effectively for successful delivery.
• Monitor personal revenue/upsell targets set upon hire while generating repeat business from existing accounts alongside business development colleagues.
• Achieve strong post-engagement satisfaction scores by ensuring visible client action on your recommendations through ongoing support and follow-up.
• Travel across EMEA & APAC regions as required to facilitate workshops and attend conferences representing the organisation.
  
  

What You Bring

• Over eight years’ experience in consulting, consumer insights, analytics or solution engineering ideally gained within banking or premium financial service brands.
• Exceptional consultative skills demonstrated through story-telling ability, deck creation expertise, and workshop facilitation experience.
• Proven track record of achieving sales or utilisation targets while managing relationships with C-suite executives in complex environments.
• Confident public speaker comfortable presenting at workshops or conferences across international markets including EMEA & APAC regions.
• Collaborative mindset eager to co-create proposals with cross-functional teammates for optimal results.
• Ability to translate sophisticated data sets into actionable strategies that resonate with diverse stakeholders within client organisations.
• Experience growing subscription-based services or products through targeted upsell initiatives within financial services sectors.
• Strong interpersonal skills enabling effective communication across marketing, CRM, product teams as well as external partners.
• Commitment to delivering high levels of client satisfaction evidenced by positive engagement scores and visible action on recommendations.
• Willingness to travel internationally as required for client engagements or industry events.
  
  

What's Next

If you are ready to turn rich consumer data into impactful stories that shape the future of financial services strategy for premium brands worldwide—this is your moment!

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