- Experience
- 5+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
This opportunity is with a globally established and independent investment management firm that specialises in delivering personalised financial strategies aimed at helping clients reach their long-term financial aspirations. The firm boasts a strong international footprint and extensive industry experience, focusing on bespoke portfolio management and comprehensive financial planning services catered to individuals, families, businesses, and institutional clients. As part of its growth strategy in Singapore, the company is seeking motivated, experienced professionals to join as Private Client Directors.
Key Responsibilities
- Engage proactively with leads generated through the company's marketing initiatives.
- Foster and nurture relationships with high-net-worth potential clients to fully comprehend their financial goals and offer tailored wealth management solutions.
- Educate prospects about the diverse wealth management services available.
- Implement a consultative sales approach to accurately identify client requirements and provide fitting solutions.
- Expand business development activities by uncovering new opportunities in assigned territories and growing the client base.
- Maintain ongoing communication with prospects through various channels such as phone, virtual meetings, and face-to-face interactions to establish trust and credibility.
- Collaborate effectively with internal departments to facilitate smooth client onboarding and ensure continued client satisfaction.
Candidate Requirements
- At least five years of professional experience selling financial services to private or high-net-worth clients.
- A demonstrable record of success in acquiring and managing high-net-worth clientele.
- Proven capability in handling high volumes of outbound calls and conducting in-person meetings effectively.
- Proficiency in applying a consultative sales methodology and building long-term client relationships.
- Outstanding interpersonal and communication skills, able to explain complex financial matters clearly and persuasively.
Additional Information
Only shortlisted candidates will be contacted for further steps.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan
Industry
Investment Banking