Job Description

You will have to prospect (hunt) for clients independently and own the full client lifecycle — from onboarding onwards to first deposit, first trade, ongoing servicing and retention. This is a sales and client management position where you'll build long-term relationships with retail investors and help them get genuine value from the our platform. You'll also be the face of the brand at events, seminars, and trade fairs across Singapore when called upon.

Responsibilities:

Client Lifecycle & Relationship Management

• Own the end-to-end client journey from conversion through to retention and reactivation, ensuring each client completes account opening, initial funding, and first trades.

• Self-Source and manage a portfolio of retail clients, monitoring satisfaction and proactively addressing needs before they become issues.

• Drive key commercial KPIs including Revenue Targets, Introductory Calls, Clients Meetings & Events.

• Execute client recovery for at-risk accounts and escalate complaints in line with MAS regulatory requirements.

• Suggest and pilot initiatives that improve conversion rates, service quality, and the overall sales funnel.

Education & Events

• Host and participate in in-house seminars, webinars, roadshows, investment fairs, and premium client events.

• Partner with external educators and industry trainers to bring relevant content and prospects to our clients.

• Represent our business at conferences and expos, actively engaging prospects and generating referrals.

Cross-functional Collaboration

• Work closely with Marketing, Compliance, and Client Service teams to align on service standards, operational procedures, and regulatory obligations.

• Provide feedback from client interactions to inform product, content, and platform improvements.

Requirements:

• At least 10 years of experience in financial services within a MAS-regulated firm, with direct exposure to retail client management and financial sales.

• Solid knowledge of MAS regulatory requirements, including Fit and Proper criteria, Representative licensing conditions, and the rules governing advice and marketing of financial products to retail clients.

• Hands-on experience with products such as Securities, OTC derivatives (including CFDs), Collective Investment Schemes, or Knockout Options.

• Passed or willing to sit the relevant CMFAS examinations and meet all requirements to be appointed as a Licensed Representative under a CMS Licensee.

• Strong communicator in English (written and verbal) with the ability to explain complex financial concepts in plain language.

• Proven track record in client-facing sales or account management, with measurable results against commercial targets.

• High ethical standards, a genuine commitment to client outcomes, and composure when handling complaints or difficult situations.

Nice to have:

• Background in fintech, brokerage, asset management, or capital markets.

• Proficiency in Mandarin or another Asian language, useful for engaging the broader Singapore client base.

• Experience with CRM platforms and enterprise workflow tools.

• Prior involvement in client education programmes, seminar delivery, or event management.

• Existing network within the Singapore retail investment community.

The company's name, detailed business information, compensation and benefits will be shared with shortlisted candidates during the next stage of the recruitment process.