Sales Manager, Strategic Accounts (BDM)

THE UNIQUE PRIME CONSULTANT PTE. LTD.; Santo Niño 1st; On-site; PHP 1,800,000 - 3,200,000; Full time

Job summary

The Unique Prime Consultant Pte. Ltd. seeks a seasoned Sales leader to drive wealth management and investment advisory engagements across Southeast Asia.

You will lead development of strategies, manage strategic accounts, and collaborate with cross-functional teams to deliver profitable growth. Ideal candidates bring 8+ years in wealth management or advisory with a proven track record in regional business development, client acquisition, and regulatory awareness across Asia.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• MBA, CFA, or CFP certification preferred.
• Minimum of 8 years’ experience in wealth management, business consulting, or investment advisory, preferably in Southeast Asia.

Responsibilities

• Develop and execute sales strategies to acquire, grow, and retain strategic and key accounts.
• Identify new business opportunities and build a robust sales pipeline through networking, referrals, cold calling, and market research.
• Build and maintain long-term relationships with key decision-makers and stakeholders to support client retention and growth.
• Analyze clients’ business needs and propose suitable products, solutions, and commercial proposals to meet those needs.
• Prepare detailed quotations, presentations, tender submissions, and sales proposals to support client acquisition.
• Negotiate pricing, contract terms, and service agreements to achieve profitable business growth.
• Collaborate with internal teams to ensure smooth onboarding and service delivery.
• Monitor account performance, sales targets, customer feedback, and market trends to inform strategic adjustments.
• Prepare regular sales forecasts, activity reports, and account plans for management review.
• Resolve client issues promptly and identify opportunities for cross-selling and upselling to maximize revenue.
• Represent the company at client meetings, networking events, and industry exhibitions as required.

Skills

Sales leadership

Client acquisition

Regional business development

Cross-border wealth planning

Financial regulations (Asia)

Portfolio structuring

Channel development

Regulatory compliance (MAS, CRS, FATCA

Team leadership with coaching

Education

Bachelor’s degree in Finance/Economics/Business

MBA/CFA/CFP certification

Job description

Job Summary

Lead the development and execution of sales strategies to acquire, grow, and retain strategic accounts. Build strong client relationships, identify new business opportunities, and collaborate cross-functionally to drive profitable business growth in wealth management and investment advisory.

Responsibilities

• Develop and execute sales strategies to acquire, grow, and retain strategic and key accounts
• Identify new business opportunities and build a robust sales pipeline through networking, referrals, cold calling, and market research
• Build and maintain long-term relationships with key decision-makers and stakeholders to support client retention and growth
• Analyze clients’ business needs and propose suitable products, solutions, and commercial proposals to meet those needs
• Prepare detailed quotations, presentations, tender submissions, and sales proposals to support client acquisition
• Negotiate pricing, contract terms, and service agreements to achieve profitable business growth
• Collaborate closely with internal teams including Operations, Marketing, Finance, and Customer Service to ensure smooth onboarding and service delivery
• Monitor account performance, sales targets, customer feedback, and market trends to inform strategic adjustments
• Prepare regular sales forecasts, activity reports, and account plans for management review
• Resolve client issues promptly and identify opportunities for cross-selling and upselling to maximize revenue
• Represent the company at client meetings, networking events, and industry exhibitions as required

Preferred competencies and qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field
• MBA, CFA, or CFP certification preferred
• Minimum of 8 years’ experience in wealth management, business consulting, or investment advisory, preferably in Southeast Asia
• Demonstrated success in sales leadership, client acquisition, and regional business development
• Strong understanding of cross-border wealth planning and financial regulations across Asia
• Proficiency in business and wealth consulting, sales strategy and execution, client relationship management, cross-border wealth planning, investment advisory, portfolio structuring, strategic partnerships, channel development, regulatory compliance (MAS, CRS, FATCA), and team leadership with performance coaching