Roles & Responsibilities
Job Summary
We are seeking a highly motivated, dynamic and results-driven Sales Professional to join our Business Sales team. This role focuses on originating, cultivating and maintaining strong relationships with high-net-worth individuals (HNWIs), family offices, promoting offshore investment products and services, and driving revenue growth.
The ideal candidate will have exceptional communication skills, exemplify resiliency and preferably a deep understanding of Chinese client’s requirements and also the Chinese financial market, a strong network of HNWIs and family offices, and a proven track record in sales within wealth management or a related field.
This position will be based in our business office at Capital Tower, Tanjong Pagar.
Key Responsibilities
- Identify and acquire new clients in China and Southeast Asia, focusing on high-net-worth individuals and institutional investors.
- Develop and maintain strong client relationships, providing tailored wealth management and equity investment solutions.
- Execute orders for clients when necessary.
- Conduct market research to identify trends, opportunities, and competitive dynamics in Southeast Asian financial markets.
- Collaborate with internal teams to design and pitch investment products aligned with client needs.
- Work with senior management to formulate sales channel and delivery strategy.
- Achieve sales targets and contribute to the firm's revenue goals through strategic business development.
- Ensure compliance with regulatory requirements and industry standards in all client interactions
Qualifications & Experience
Bachelor’s degree in the finance, business, economics or related field.Candidates must be fluent in English and Mandarin language skills to communicate effectively with our local & international client baseStrong understanding of Southeast Asian financial markets, including cultural and economic nuances.Prior experience in wealth management and equities is preferred.Proven track record in sales or business development within the financial sector.Excellent communication, negotiation, and relationship-building skills.Strong network of high-net-worth individuals, family offices, and other relevant contacts in China is highly preferred.Key Skills & Competencies
Strong interpersonal and relationship-building skills.Excellent communication and presentation abilities.Self-motivated with the ability to work independently and as part of a team.High level of integrity, professional and results-oriented.Demonstrates strong resiliency with the ability to thrive under pressure in dynamic work environments.Tell employers what skills you have
Market Research
Account Management
Microsoft PowerPoint
Microsoft Excel
Interpersonal Skills
Marketing
Investment Performance
Communication Skills
Team Player
KYC
Business Development