Sales (SG)

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

Job summary

A leading investment firm in Singapore is seeking a Business Development Executive to engage with high-net-worth individuals and family offices. The candidate should have a Bachelor's degree and at least five years of relevant experience in financial services. Responsibilities include client relationship management, leading fundraising efforts, and delivering tailored investment presentations. This role offers the opportunity to make a significant impact in a fast-paced environment.

Qualifications

• Minimum of 5 years of business development-related experience in financial services.
• Demonstrated track record of achieving fundraising or sales targets.
• Strong existing client network in Hong Kong and/or Singapore.

Responsibilities

• Identify and establish relationships with HNWI/UHNWI and family offices.
• Lead fundraising and distribution efforts for fund products.
• Deliver high-quality investment presentations tailored to client needs.
• Oversee the entire sales process ensuring seamless client experience.
• Manage compliance and operations for the onboarding process.
• Maintain records of client interactions in CRM systems.
• Contribute to marketing and client engagement initiatives.

Skills

Business development

Client relationship management

Sales strategy

Presentation skills

Interpersonal communication

Education

Bachelor’s degree in Finance, Business, Economics

Job description

Key Responsibilities

• Identify, prospect, and establish relationships with HNWI/UHNWI, family offices, and institutional investors, building a sustainable pipeline of qualified prospects for the firm’s fund products.
• Lead fundraising and distribution efforts for fund products, and other investment offerings, ensuring achievement of individual and team sales targets through structured sales campaigns and direct client engagement.
• Deliver high-quality investment presentations and product pitches tailored to client needs, providing clear explanations of fund strategies, risk-return profiles, and the firm’s broader value proposition.
• Oversee the entire sales process including prospect identification, due diligence support, contract negotiation, execution, and post-sale servicing, ensuring a seamless client experience from start to finish.
• Partner with compliance and operations teams to coordinate the full onboarding process, including completion of KYC/AML documentation, account setup, and ensuring adherence to all regulatory requirements. Provide ongoing account management support to clients, ensuring timely responses to inquiries and consistent delivery of service standards.
• Maintain accurate and up-to-date records of client interactions, sales activity, and pipeline development in CRM systems. Prepare periodic reports for management to monitor sales performance, pipeline status, and market opportunities.
• Contribute to marketing and client engagement initiatives by assisting with the planning and execution of client events, briefings, and roadshows. Support guest invitation processes, coordinate logistics, and ensure proper follow-up with participants to maximize client engagement outcomes.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related discipline.
• Minimum of 5 years of business development-related experience in financial services, ideally within asset management, private banking, or wealth management.
• Demonstrated track record of achieving fundraising or sales targets with HNWIs, UHNWIs, family offices, or institutional clients.
• Strong existing client network in Hong Kong and/or Singapore will be a significant advantage.
• In-depth understanding of investment products and familiarity with digital asset investment strategies.
• Exceptional interpersonal, communication, and presentation skills with the ability to engage sophisticated investors.
• Entrepreneurial mindset, self-motivated, and capable of excelling in a fast-paced, performance-driven environment.