Investment Sales Manager

SUMMIT PLANNERS CRUSADERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Investment Sales Manager to lead a team of sales professionals in promoting investment products and wealth management solutions. This role is pivotal in expanding client relationships and driving revenue growth through strategic sales initiatives. The ideal candidate will possess a strong background in financial advisory services and exceptional leadership skills, ensuring the team meets and exceeds targets. Join a forward-thinking company that offers a competitive compensation package, including performance bonuses and opportunities for career advancement in senior leadership roles.

Benefits

Attractive commission

Performance bonuses

Career advancement opportunities

Qualifications

• 5-8+ years in investment sales, with at least 2 years in leadership.
• Relevant financial certifications like CFP or CFA preferred.

Responsibilities

• Lead and manage a team to exceed sales and asset growth targets.
• Develop sales strategies aligned with company goals and market opportunities.

Skills

Investment Sales

Leadership

Financial Advisory

Client Relationship Management

Communication Skills

Risk Management

Education

Diploma from Local (Singapore) Polytechnics

Recognised Degree in any field

Tools

CRM Systems

Sales Reporting Tools

Job description

Job Title: Investment Sales Manager
Department: Investment Advisory / Wealth Management / Sales
Location: Singapore
Reports To: Director

Job Summary:

We are seeking an experienced and results-driven Investment Sales Manager to lead a team of sales professionals in promoting and selling investment products and wealth management solutions. The ideal candidate will have a strong background in financial advisory services, exceptional leadership skills, and a proven track record of driving revenue growth through strategic sales initiatives. This position is critical to expanding client relationships, increasing assets under management (AUM), and mentoring high-performing investment advisors.

Key Responsibilities:

• Lead, coach, and manage a team of investment sales representatives or advisors to meet and exceed sales and asset growth targets
• Develop and implement sales strategies that align with company goals and market opportunities
• Monitor team performance through KPIs, pipeline management, and regular performance reviews
• Recruit, train, and onboard new sales talent to ensure a high-performing and compliant team
• Provide expert guidance on financial products, portfolio strategies, and regulatory standards
• Build and maintain relationship with high-net-worth and institutional clients, serving as a senior point of contact when needed
• Collaborate with internal departments (e.g., product development, marketing, compliance, research) to support business development initiatives
• Analyze market trends and competitor activity to inform product positioning and sales tactics
• Oversee adherence to all industry regulations (e.g., FINRA, SEC) and internal compliance policies
• Prepare and present regular reports on sales performance, client acquisition, and strategic initiatives to senior leadership

Qualifications:

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

• 5–8+ years of experience in investment sales, wealth management, or financial advisory roles, with at least 2 years in a leadership capacity
• Qualifications: Relevant financial certifications (CFP, CFA, or equivalent preferred)
• Demonstrated ability to lead and motivate a high-performing sales team
• Strong knowledge of investment products, portfolio construction, risk management, and client advisory services
• Excellent communication, interpersonal, and presentation skills
• High level of professionalism, integrity, and a client-first approach
• Proficiency in CRM systems and sales reporting tools

Preferred Experience:

• Experience working with high-net-worth individuals or institutional clients
• Background in private banking, asset management, or investment firms
• Familiarity with financial planning software and digital wealth platforms
• Existing network of industry contacts and potential clients

Compensation & Benefits:

• Competitive package with attractive commission and performance bonuses
• Career advancement path toward senior leadership roles

Application Instructions:
Please submit your resume and a cover letter highlighting your leadership experience in investment sales and your success in managing sales teams.