Private Client Referral Manager

Company Description

DANA Financial Club is a strategic partner for high-net-worth individuals, affluent families, entrepreneurs, and ambitious businesses seeking tailored legacy planning and wealth growth solutions. The club integrates private wealth management, family financial protection, and lifestyle-aligned wealth-building strategies to preserve prosperity across generations. For SMEs and startups, DANA Financial Club offers rapid marketing expansion, smart business solutions, and collaborative networking to drive sustainable growth. The organization is guided by a belief in collaboration, foresight, and resilience, helping clients strengthen their financial foundations, increase profits, and build enduring legacies. By combining expertise in private wealth and business expansion, DANA Financial Club supports clients in protecting what matters today while shaping a prosperous future.

Private Client Referral Manager

This is a full-time remote role responsible for developing, nurturing and managing referral relationships with individuals and professional networks that have access to High-Net-Worth Individuals (HNWIs), affluent foreigners, entrepreneurs, investors, senior executives and business owners.

The primary responsibility is to identify, qualify and generate high-quality client referrals for DANA Financial Club's professional financial advisory team. The Referral Manager will build relationships with potential referral sources, understand their networks, introduce suitable prospects, coordinate warm introductions and ensure referred prospects progress smoothly through the consultation and feedback process.

This is not a traditional financial advisory role. The Referral Manager is focused on relationship development, prospecting, referral generation and client introductions, while qualified financial professionals handle financial analysis, recommendations and advisory discussions.

Key Responsibilities

• Build and maintain a strong pipeline of referral prospects and referral partners.
• Identify HNWIs, affluent foreigners, entrepreneurs, investors, senior professionals and business owners who may benefit from professional financial planning.
• Conduct initial conversations to understand the prospect's general needs and determine whether a referral is appropriate.
• Generate warm introductions through phone, WhatsApp, email, LinkedIn and other approved channels.
• Coordinate appointments between qualified referrals and the financial advisory team.
• Follow up with referred prospects to support consultation attendance and completion of required feedback surveys.
• Maintain accurate records of referrals, appointments, follow-ups and outcomes in the company's CRM or tracking system.
• Develop referral relationships with professional communities, business networks, clubs, associations and individual connectors.
• Participate in virtual networking activities, online meetings and selected business-development events.
• Work closely with internal teams to ensure a smooth and professional referral experience.
• Maintain confidentiality and handle prospect information responsibly.
• Consistently achieve agreed monthly referral and consultation targets.

What You Can Expect

• 100% remote working arrangement
• Full-time position with structured targets and performance expectations.
• Training and onboarding on the referral process, target market and communication approach.
• Access to approved marketing materials, referral tools and prospecting resources.
• Support from the internal financial advisory and business development team.
• Performance-based referral incentives for eligible completed referrals, subject to the applicable program terms and regulatory requirements.
• Opportunities to develop relationships across Singapore's HNW, expatriate, business and professional communities.
• Career progression into senior referral management, partnership development or business development roles based on performance.

Requirements

• Previous experience in sales, business development, client relationship management, recruitment, property, consulting, networking, financial services or a related field is preferred.
• Demonstrated ability to generate leads, referrals or business opportunities.
• Strong communication, relationship-building and interpersonal skills.
• Comfortable communicating with HNW individuals, business owners and senior professionals.
• Strong personal initiative and ability to work independently in a remote environment.
• Good follow-up, organization and time-management skills.
• Comfortable using CRM systems, WhatsApp, email, LinkedIn and online meeting platforms.
• Professional communication style and strong attention to confidentiality.
• Target-driven, persistent and comfortable working with measurable KPIs.
• Existing access to HNW, expatriate, entrepreneurial or professional networks is highly advantageous.

Performance Expectations

The Referral Manager will be expected to build a consistent referral pipeline and achieve agreed monthly KPIs, including:

Prospecting → Qualified Referrals → Warm Introductions → Completed Consultations → Completed Surveys

Performance will be evaluated based on the quality and consistency of referrals, consultation completion, referral conversion and development of strategic referral relationships—not simply the number of names submitted.

Important Role Boundary

The Referral Manager is responsible for referral generation and relationship management and is not expected to provide financial advice, recommend financial products, or make representations regarding investment returns unless appropriately authorized and licensed to do so.

All referral activities must follow DANA Financial Club's policies and applicable Singapore regulatory requirements.

Ideal Candidate

This role is particularly suitable for someone who already has access to a network of:

HNWIs • Foreign Professionals • Entrepreneurs • Investors • CEOs • Senior Executives • Business Owners • Affluent Families • Professional Communities

• If you are highly connected, commercially driven, and enjoy creating opportunities through relationships, this role offers the opportunity to turn your professional network into a structured business-development channel while working fully remotely.