Senior BD Lead — Onboarding & Advisory Growth

IPP FINANCIAL ADVISERS PTE. LTD.; Shenton Way; Vor Ort; SGD 42.000 - 66.000; Vollzeit

Zusammenfassung

IPP Financial Advisers Pte. Ltd. is seeking an experienced Business Development Senior Executive to lead onboarding and transition support for new Financial Advisers (FAs) from application to their first weeks with us.

This role blends business growth and people development, ideal for someone who thrives on results and relationship-building. This position offers ownership over the entire recruitment and onboarding lifecycle, collaborating with Compliance, Operations, IT and senior leaders to

Qualifikationen

• At least 1–2 years in business development, recruitment or onboarding, preferably in the financial advisory or insurance industry.
• Experience onboarding new FAs and understanding the FA appointment and registration process.
• Familiarity with MAS regulatory requirements for representatives is an advantage.
• Strong communication and interpersonal skills to build rapport with FAs, leaders and internal teams.
• Organised, detail-oriented and able to manage multiple onboarding cases independently.
• Experience creating systems, checklists or workflows that ensure a consistent, high-quality onboarding experience.
• Proficient in Microsoft Excel, PowerPoint and Word.
• Proactive, results-driven, and comfortable working in a fast-paced environment.

Aufgaben

• Stakeholder coordination: Work with hiring leads and internal stakeholders (e.g. Compliance, Operations, IT) to prepare and process new FA applications efficiently and accurately.
• Business setup: Arrange training, systems checklists, and marketing and branding initiatives before new FAs officially join.
• Transition support: Help new FAs transition smoothly into the firm, so they feel welcome and ready from day one.
• Induction and systems orientation: Coordinate induction sessions, including systems orientation, so every new FA is ready to kickstart their journey.
• Onboarding: Run a structured onboarding journey so every new FA knows what to expect in their first weeks.
• Value-added training: Identify and organise additional training that builds new FAs' skills, confidence and productivity.
• Tracking and reporting: Maintain onboarding records, monitor new FA progress, and share insights and recommendations with management.
• Process improvement: Review and revamp the recruitment and onboarding process based on feedback and results, removing friction so joining the firm is seamless.

Kenntnisse

Communication skills

Interpersonal skills

Organised

Detail-oriented

Tools

Microsoft Excel

PowerPoint

Microsoft Word

Jobbeschreibung

IPP Financial Advisers Pte. Ltd. is seeking an experienced Business Development Senior Executive to lead onboarding and transition support for new Financial Advisers (FAs) from application to their first weeks with us.

This role blends business growth and people development, ideal for someone who thrives on results and relationship-building. This position offers ownership over the entire recruitment and onboarding lifecycle, collaborating with Compliance, Operations, IT and senior leaders to