Business Development Executive

USMART SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Singapore is seeking a proactive Client Manager to drive customer conversion through various channels. The role involves client support for account opening and trading inquiries, local partnership development, and performance analysis. The ideal candidate will have a Bachelor’s degree and 2+ years of relevant experience, with fluency in English and Mandarin being essential.

Qualifications

• 2+ years of experience in client management, sales, or business development within securities/financial services.
• Knowledge of trading (stocks, derivatives, etc.) is required.
• Prior experience in Singapore’s financial sector is a plus.

Responsibilities

• Acquire clients through online and offline channels for account opening.
• Guide clients on account types and compliance requirements.
• Identify partnerships with local businesses and financial institutions.
• Track conversion metrics and partnership performance.

Skills

Fluency in English

Fluency in Mandarin

Strong negotiation skills

Business development skills

Customer service skills

Education

Bachelor’s degree or higher in Finance, Economics, Marketing, or related fields

Tools

CRM systems

Data analytics tools

MS Office

Job description

Job Overview

We are seeking a proactive and results-driven Client Manager to drive customer conversion through online and offline channels, handle account opening, funding, and trading-related inquiries, and develop local business partnerships in Singapore. You will serve as a key link between the company, clients, and partners, contributing to user growth and market expansion.

Key Responsibilities

1. Client Conversion & Account Support

• Acquire potential clients through online (social media, email, live chat) and offline (events, face-to-face meetings) channels, driving account opening and funding conversions.
• Guide clients through the account opening process, addressing queries on account types, documentation, and compliance requirements.
• Resolve client issues related to deposits, withdrawals, and trading with efficient solutions.
• Conduct regular follow-ups to maintain client relationships and improve engagement and retention.

2. Local Channel Development & Partnerships

• Identify and establish partnerships with local businesses, financial institutions, and community organizations in Singapore.
• Develop and execute channel collaboration strategies (e.g., joint promotions, revenue-sharing models) to drive user acquisition.
• Represent the company at industry events, exhibitions, and business negotiations to enhance brand presence.

3. Data Analysis & Optimization

• Track conversion metrics and partnership performance, generating regular reports.
• Provide insights to optimize account opening and funding processes based on market feedback.

Requirements

Education & Experience:

• Bachelor’s degree or higher in Finance, Economics, Marketing, or related fields.
• 2+ years of experience in client management, sales, or business development within securities/financial services, with knowledge of trading (stocks, derivatives, etc.).
• Prior experience in Singapore’s financial sector or existing local partnerships is a plus.

Skills & Competencies:

• Fluency in English and Mandarin (to engage bilingual clients and partners).
• Familiarity with Singapore financial regulations (e.g., MAS guidelines) and securities account compliance.
• Strong negotiation, business development, and customer service skills.
• Proficiency in CRM systems, data analytics tools, and MS Office.

Personal Attributes:

• Goal-oriented with adaptability to a fast-paced financial environment.
• Resilient under pressure and a collaborative team player.