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Relationship Director - Private Client

7-9 Years
Early Applicant
  • Posted 3 days ago
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Job Description

Job Title: Relationship Director - Private Client

Company: A privately held, multi-billion-dollar global investment firm

Employment Type: Full-time

Job Description:

Calling all wealth advisors looking for a role 100% focused on business development! As a Relationship Director, you will focus solely on acquiring high-net-worth clients. Qualified lead flow is provided, with no need for cold calling. Join a firm committed to putting clients interests first and delivering an exceptional investment experience.

The Opportunity:

This role allows you to manage your business remotely from home, covering a local territory within driving distance. You will present the firm's wealth management solutions to high-net-worth investors. You will report to the Singapore country lead, who will ensure you have the resources you need to succeed. You will be supported by the firm's global dedicated teams, including groups supporting marketing and portfolio management. The Singapore team is in an active growth phase this year, offering strong visibility and room to make an early mark.

The Day-to-Day:

  • Contact leads generated by the firm's marketing group
  • Engage with high-net-worth prospective clients to evaluate their financial goals and provide solutions
  • Educate prospective clients on the firm's range of offerings

Compensation:

  • Base salary plus milestone-based bonus structure
  • Commission earned when client funds are successfully deposited into their account

Your Qualifications:

  • 7+ years experience selling financial services to private investors
  • Multi-year track record of success acquiring high-net-worth private clients
  • Experience in high-volume phone activity and in-person meetings

Why This Role:

  • Comprehensive medical benefits for employees and dependents
  • Employer-supported wellness benefits, including counseling and coaching services
  • Generous family-building and caregiving support programs
  • A collaborative working environment with ongoing training, professional development, and employee recognition
  • Join a growing Singapore team as it scales up over the coming year

More Info

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About Company

Job ID: 152135379

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