Private Client Sales Manager

H-Squared; Singapore; Remote; SGD 120,000 - 210,000; Full time

Benefits offered by this job

Leads provided

Remote territory management

Performance bonuses

Training & development

Job summary

H-Squared is seeking a Private Client Sales Manager for its Singapore team. You will focus on acquiring new high-net-worth clients, engaging qualified leads provided by the marketing team, and presenting wealth management solutions to convert opportunities.

You will conduct a mix of virtual and in-person meetings, build long-term client relationships, and collaborate with marketing, investment and client support teams to drive growth in a fast-paced environment.

Qualifications

• 5+ years of experience selling financial services to private investors.
• Proven multi-year track record of acquiring HNW clients.
• Experience managing a high volume of prospect conversations and client meetings.
• Strong understanding of the HNW wealth management market in Singapore.
• Excellent communication and relationship-building skills.
• Highly commercial and motivated by new business.

Responsibilities

• Engage qualified HNW leads generated by the marketing team.
• Build relationships with prospective clients and understand financial objectives.
• Present wealth management and investment solutions.
• Manage the sales process from initial conversation to client acquisition.
• Conduct a mix of virtual and in-person meetings with prospective clients.
• Collaborate with internal teams across marketing, investment and client support.

Skills

HNW client sales

Financial services

Relationship building

Communication

Territory management

Job description

We are partnered with a large, privately owned and fast-growing wealth management firm seeking a Private Client Sales Manager to join the firm's Singapore team.

Here, you will focus solely on acquiring new HNW clients, with qualified leads provided by the firm's internal marketing team. You will engage prospective clients, understand their financial objectives, present the firm's investment solutions, and manage the process through to conversion.

Key Responsibilities:

• Engage with qualified HNW leads generated by the firm's marketing team.
• Build relationships with prospective clients and understand their financial objectives.
• Present the firm's wealth management and investment solutions.
• Manage the sales process from initial conversation through to client acquisition.
• Conduct a combination of virtual and in-person meetings with prospective clients.
• Work closely with internal teams across marketing, investment and client support.

Qualifications:

• 5+ years of experience selling financial services to private investors.
• Proven multi-year track record of acquiring HNW clients.
• Experience managing a high volume of prospect conversations and client meetings.
• Strong understanding of the HNW wealth management market in Singapore.
• Excellent communication and relationship-building skills.
• Highly commercial and motivated by new business.

What They Offer:

• A role focused purely on new client acquisition, without managing an existing book.
• Qualified lead flow with no requirement for cold calling.
• The flexibility to manage your territory remotely.
• Strong support from dedicated internal teams.
• Ongoing training and professional development.
• Competitive base salary with strong performance-based earning potential.