Private Client Sales Manager
Remote · from Singapore
Core
Acquiring new High Net Worth (HNW) clients by engaging qualified leads, understanding financial objectives, and presenting investment solutions.
Role type
Private Client Sales Manager (New Business)
Builds
New client relationships and conversions for a wealth management firm
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
HNW client acquisition, financial services sales, prospect management, investment solution presentation, relationship building, commercial motivation
Preferred skills
Knowledge of Singapore HNW wealth management market
Responsibilities
Engage with qualified HNW leads, build relationships with prospective clients, present wealth management solutions, manage the sales process to conversion, conduct virtual and in-person meetings, collaborate with internal teams