Client Advisor managing relationships with high net worth clients at UOB. Responsible for customer acquisition, portfolio management, and revenue generation strategies.
ED
Hybrid Executive Vice President, Strategic Situations, Investor Relations – Fintech Clients
Posted 5 months ago
About the role
- Executive Vice President leading fintech strategy and investor relations at Edelman Smithfield. Overseeing high-impact advisory practice and advising clients through critical corporate challenges.
Responsibilities
- Serve as a trusted advisor to Boards and C-suites, guiding them through earnings cycles, investor days, material announcements, M&A, public listings, shareholder activism, and other transformative events.
- Shape and deliver high-impact investor narratives that resonate with analysts, investors, and the market.
- Lead and mentor account teams to consistently deliver high-quality work and deepen client relationships.
- Drive new business development in fintech and adjacent financial services sectors, leveraging your deep network to win marquee accounts.
- Collaborate across Edelman’s global network to identify new opportunities and deliver best-in-class solutions.
- Complement Edelman Smithfield’s thought leadership presence through content, events, and speaking engagements.
Requirements
- Bachelor’s degree in a relevant field from an accredited college or university is required, MBA or CFA a plus
- Minimum of 15+ years of relevant experience in financial communications
- 12+ years of capital markets experience sell-side, buy-side, in-house IR, or advisory, plus a proven record of strategic counsel to senior executives.
- Deep fintech and broader financial services knowledge, with connections across corporates, private equity/VC, bankers, and advisors.
- Entrepreneurial mindset and track record of building business from the ground up.
- Expertise in building and leading high-performing teams across multiple disciplines and regions.
- Exceptional communication skills, both in shaping market-moving narratives and in navigating high-stakes conversations.
- Experience fostering inclusive team environments and practices.
- Ability to thrive in a fast-paced, high-growth, opportunity-rich environment.
Benefits
- medical and dental insurance
- vision
- 401K
- life insurance
- disability insurance
- paid time off
- travel assistance
- wellness programing
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