Private Client Director/Relation Director - Financial Investment

ASIA PACIFIC SYNERGY & PARTNERS PTE. LTD.; Singapore; On-site; SGD 140,000 - 240,000; Full time

Benefits offered by this job

Medical premiums

Therapy & EAP

Fertility & family support

Employee events & recognition

Job summary

ASIA PACIFIC SYNERGY & PARTNERS PTE. LTD. in Singapore seeks a Private Client Director focused on business development to acquire high-net-worth clients.

Qualified leads are provided; no cold calling is required. You will represent a privately held global investment firm backing the role with a client-first mission. Role requires 5+ years in financial services sales to private investors and a proven track record in securing high-net-worth clients, with experience in high-volume calls and

Qualifications

• 5+ years of experience selling financial services to private investors.
• Proven track record acquiring high-net-worth private clients.
• Experience with high-volume phone activity and in-person meetings.

Responsibilities

• Contact leads generated by company's marketing group.
• Engage with high-net-worth wholesale prospective clients to evaluate financial goals and provide solutions.
• Educate prospective clients on the variety of company's offerings.

Skills

Private client sales

Financial services sales

High-net-worth clients

Phone prospecting

In-person meetings

Job description

Looking for a role 100% focused on business development! As a Private Client Director, you will focus solely on acquiring high-net-worth clients. Qualified lead flow is provided with no need for cold calling. Is a privately held multi-billion-dollar global investment firm in the United States. Join us in our mission to put our clients first and better the investment universe!

Roles and Qualifications:

• Contact leads generated by company's marketing group
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
• Educate prospective clients on the variety of company's offerings
• 5+ years' experience selling financial services to private investors
• Multi-year track record of success acquiring high-net-worth private clients
• Experience in high-volume phone activity and in-person meetings

We work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the company purpose possible. And we invest in them by offering exceptional benefits like:

• 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents
• Employer-paid therapy, coaching, and other EAP services including well-being support
• Family Support programs including $10,000* fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events