Private Client Director

You will present tailored wealth management solutions to high-net-worth investors, helping them achieve their financial goals. Reporting to the Managing Director, you will have access to the resources and support needed for success, including collaboration with dedicated teams specializing in marketing, portfolio management, and client services.

Our client is a global and independent investment management firm, specialising in providing personalised financial solutions to help clients achieve their long-term goals. With a global presence and decades of experience, the firm focuses on tailored portfolio management and comprehensive financial planning for individuals, families, businesses, and institutions. They are actively hiring for driven and seasoned individuals as Private Client Directors as part of their expansion plan in Singapore.

Objective Summary
You will present tailored wealth management solutions to high-net-worth investors, helping them achieve their financial goals. Reporting to the Managing Director, you will have access to the resources and support needed for success, including collaboration with dedicated teams specialising in marketing, portfolio management, and client services.

Responsibilities

• Proactively engage with leads generated by the company’s marketing team.
• Build relationships with high-net-worth prospective clients to understand their financial objectives and provide customised solutions.
• Educate prospective clients on the range of wealth management offerings available.
• Develop and execute a consultative sales approach to identify client needs and deliver appropriate solutions.
• Drive business development efforts by identifying new opportunities within your territory and expanding the client base.
• Maintain consistent communication with prospects through phone calls, virtual meetings, and in-person interactions to build trust and credibility.
• Collaborate with internal teams to ensure seamless on-boarding and ongoing client satisfaction.

Requirements

• A minimum of 5 years of experience in selling financial services to private investors or high-net-worth individuals.
• Proven track record of successfully acquiring high-net-worth clients.
• Strong experience in managing high-volume phone activity as well as conducting in-person meetings.
• Demonstrated ability to apply a consultative sales approach and develop long-term client relationships.
• Excellent interpersonal skills, with the ability to communicate complex financial concepts clearly and effectively.

This role is designed for individuals who are passionate about delivering exceptional service while driving business growth through strategic relationship-building and consultative sales techniques.

What's next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan