JOB CONTENT
Role Description And Purpose
The Private Banking Sales professional will work closely with the Head of Wholesale Distribution & Private Bank in implementing and executing our sales strategy and is responsible for driving the distribution of the firm's investment products to the global private banking segment in Singapore. The candidate will build strong client relationships, articulate the firm's investment capabilities, and deliver solutions that help clients meet their financial objectives while achieving the company's revenue goals.
Key Responsibilities
- Business Development & Sales
- Drive sales of investment products and solutions to leading private banks, focusing predominantly Tier 0-1 global private banks in Singapore.
- Develop and execute strategic account plans for key financial intermediaries
- Achieve and exceed AUM and revenue targets
- Ensure consistent and regular maintenance and production of high-quality salesforce records such as call reports, activities and accurate pipelines.
- Identify new distribution opportunities and platform onboarding
- Relationship Management & Client Acquisition
- Build strong relationships with RMs, ICs, product gatekeepers and CIO offices
- Conduct regular client meetings, product presentations and portfolio reviews.
- Organize investment seminars, roadshows and client events
- Product & Market Positioning
- Position firm's investment strategies effectively versus competitors
- Work closely with portfolio managers and product specialists to support client queries
- Provide market intelligence and competitor feedback to internal stakeholders
- Internal Collaboration
- Coordinate with marketing, product, compliance and operations teams
- Support RFPs, due diligence questionnaires and platform documentation
- Governance & Risk
- Ensure compliance with MAS and regional regulatory requirements
- Oversee due diligence, RFP and onboarding governance
- Observe proper adherence to internal Compliance requirements and processes.
KEY INTERNAL / EXTERNAL RELATIONSHIPS
Internal: Investment, Marketing, Brand & Comm, Compliance, Legal, Client Service and Operation teams
External: Clients in Hong Kong & China and Transfer agent (BP2S)
Role Requirements
ESSENTIAL QUALIFICATIONS & EXPERIENCE
- At least 10 years of working experience in related role in the Asset Management industry or in Banks, with strong relationships with financial intermediaries such as UBS, JPM Private Bank, Bank of Singapore, LGT, Julius Baer.
- Proven sales track record.
- Commercially driven with strong negotiation and presentation skills
- Strong understanding of investment products, market dynamics and regulatory requirements
- University degree, preferably in Business, Finance or related subject
- CFA candidate/charterholder or related qualifications preferred
