Business Development / Premier Relationship Management / HNW (Capital Markets)

CAPBRIDGE PTE. LTD.

Singapore, Robinson

3-5 Years

SGD 6,000 - 9,000 per month

Save

Posted 18 days ago
Be among the first 10 applicants

Early Applicant

Job Description

About CapBridge

CapBridge, a member of FOMO Group, is a leading digital investment platform headquartered in Singapore. As a Capital Markets Services licensee, CapBridge is regulated by the Monetary Authority of Singapore (MAS) to deal in capital markets products, including securities and collective investment schemes, and to provide custodial services. It is also an exempt financial adviser licensed to issue or promulgate analyses and reports on investment products.

CapBridge enables HNWIs and institutional clients to invest in traditional and digital assets via its one-stop digital investment platform, providing highly curated, top-quality, and institutional-grade opportunities to meet clients diverse asset allocation needs. Through CapBridge's associated company, FOMO Pay Pte Ltd, a regulated MAS Payment Services Act (PSA) Digital Payment Token (DPT) entity, qualified clients can also invest into CapBridge curated products using DPTs, providing a seamless bridge between Traditional Finance (TradFi) and Web3 Finance.

About the Role

CapBridge is seeking a Business Development powerhouse to accelerate our growth.

This is your chance to be the critical link in connecting High-Net-Worth Individuals (HNWIs) and institutional clients with highly curated, institutional-grade opportunities across traditional and digital assets. You will be instrumental in bridging the gap between TradFi and Web3, leveraging our unique platform and integration with FOMO Pay's DPT capabilities.

If you thrive on forging high-value partnerships, driving revenue, and working at the forefront of financial innovation in a regulated, high-growth environment, CapBridge is your next career destination.

Key Responsibilities:

. Investor Client Conversion and Acquisition: Identify and convert existing client base and seek new clients and business opportunities. Primarily responsible for Investor client acquisition for Corporate and Individual investors

. Lead Nurturing: Cultivate relationships with current investor leads and convert them into investment clients

. Relationship Management: Develop and maintain strong relationships with key stakeholders and clients. Conduct client meetings to understand their needs, propose various products to meet needs and develop opportunities

. Sales and Revenue Growth: Drive sales efforts to meet revenue targets. Develop and manage sales pipelines, ensuring timely follow-ups and conversions. Prepare and present proposals and pitches to prospective clients

. SecondaryResponsibility: Issuer for Onboarding, supporting Issuer Onboarding colleague

. Compliance: Ensure all activities comply with regulatory requirements

Requirements:

. Minimum Experience: 3+ years in Business Development or Premier Relationship Management/Wealth Management in investment-focused sales.

. Candidacy Profile: Hunter profile highly Sales-Driven and Independent self-starter within the FinTech, WealthTech, Banks, Finance, or Investment Firms.

. Relationship Management: particularly managing relationships with banks/institutions and premier/HNW clients.

. Interpersonal Communication: with a strong preference for proficiency in both Mandarin (Verbal) and English to cover regional clients.

. Client Network: Possess an Existing Network of HNW / UHNWI clients and strong client connectivity in Singapore and the region.

. Product Knowledge: Knowledgeable in sophisticated investment products, including structured products, mutual funds, life insurance, and bonds. Must focus on investment product sales.

. Regulatory Knowledge: Excellent knowledge with MAS-regulated capital markets environment with knowledge of overseas regulation a plus.

. Certifications (Good-to-Haves/Preferred): Possess relevant certifications such as RFN, CMS, CMP, Insurance, or Finance Advisory.